PA
IBDZ

Parallel Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Parallel Advisors’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.3M Buy
203,388
+3,493
+2% +$92K 0.1% 155
2025
Q4 		$5.27M Buy
199,895
+22,192
+12% +$587K 0.1% 153
2025
Q3 		$4.7M Buy
177,703
+16,385
+10% +$429K 0.09% 162
2025
Q2 		$4.22M Buy
161,318
+21,035
+15% +$538K 0.08% 168
2025
Q1 		$3.62M Buy
140,283
+21,908
+19% +$560K 0.08% 177
2024
Q4 		$3.01M Buy
118,375
+113,857
+2,520% +$2.95M 0.07% 200
2024
Q3 		$121K Buy
4,518
+4,321
+2,193% +$113K ﹤0.01% 1168
2024
Q2 		$4.99K Buy
+197
New +$4.98K ﹤0.01% 2547

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Parallel Advisors's IBDZ Position: Q1 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1.7% in Q1 2026, buying an estimated $92K and bringing the position to 203,388 shares worth $5.3M. The position accounts for 0.1% of the portfolio, ranked #155.

Parallel Advisors first reported a position in IBDZ in Q2 2024 and has held it in 8 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Parallel Advisors held 203,388 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $5.3M as of Q1 2026.
  • Parallel Advisors bought 3,493 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $92K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.1% of Parallel Advisors's portfolio in Q1 2026, its #155 holding.
  • Parallel Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.