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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
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

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Parallel Advisors's IBHG Position: Q1 2026 in Review

Parallel Advisors increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 33% in Q1 2026, buying an estimated $234K and bringing the position to 42,725 shares worth $946K. The position accounts for 0.02% of the portfolio, ranked #497.

Parallel Advisors first reported a position in IBHG in Q1 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

  • Parallel Advisors held 42,725 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $946K as of Q1 2026.
  • Parallel Advisors bought 10,550 iShares iBonds 2027 Term High Yield and Income ETF shares in Q1 2026, an estimated $234K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.02% of Parallel Advisors's portfolio in Q1 2026, its #497 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 5 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2026.

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