Parallel Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Parallel Advisors’s Portfolio IBHG Stock Details IBHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.55M	Buy	70,375 +27,650	+65%	+$611K	0.02%	389
2026 Q1	$946K	Buy	42,725 +10,550	+33%	+$234K	0.02%	497
2025 Q4	$718K	Buy	32,175 +9,125	+40%	+$204K	0.01%	557
2025 Q3	$518K	Buy	23,050 +8,050	+54%	+$181K	0.01%	647
2025 Q2	$338K	Buy	15,000 +500	+3%	+$11.1K	0.01%	780
2025 Q1	$324K	Buy	+14,500	New	+$325K	0.01%	750

Other funds holding IBHG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Parallel Advisors's IBHG Position: Q2 2026 in Review

Parallel Advisors increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 65% in Q2 2026, buying an estimated $611K and bringing the position to 70,375 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #389.

Parallel Advisors first reported a position in IBHG in Q1 2025 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Parallel Advisors held 70,375 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.55M as of Q2 2026.
Parallel Advisors bought 27,650 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $611K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.02% of Parallel Advisors's portfolio in Q2 2026, its #389 holding.
Parallel Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2025 and has held it in 6 quarters since.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.