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Parallel Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Parallel Advisors’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$636K Hold
24,807
– – 0.01% 634
2025
Q4 		$636K Buy
24,807
+2,692
+12% +$69K 0.01% 597
2025
Q3 		$567K Sell
22,115
-575
-3% -$14.7K 0.01% 613
2025
Q2 		$581K Buy
22,690
+3,112
+16% +$79.4K 0.01% 576
2025
Q1 		$500K Sell
19,578
-192
-1% -$4.9K 0.01% 588
2024
Q4 		$503K Buy
19,770
+255
+1% +$6.51K 0.01% 577
2024
Q3 		$501K Buy
19,515
+2,121
+12% +$54.1K 0.01% 566
2024
Q2 		$440K Buy
17,394
+3,182
+22% +$80.3K 0.01% 576
2024
Q1 		$360K Buy
14,212
+4,212
+42% +$107K 0.01% 640
2023
Q4 		$255K Hold
10,000
– – 0.01% 699
2023
Q3 		$248K Buy
10,000
+4,500
+82% +$113K 0.01% 697
2023
Q2 		$138K Hold
5,500
– – ﹤0.01% 931
2023
Q1 		$140K Buy
+5,500
New +$140K ﹤0.01% 906

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return