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 Q2	$636K	Hold	24,807	–	–	0.01%	695
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LIA

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

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

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

Parallel Advisors's IBMO Position: Q2 2026 in Review

Parallel Advisors held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 24,807 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #695.

Parallel Advisors first reported a position in IBMO in Q1 2023 and has held it in 14 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Parallel Advisors held 24,807 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $636K as of Q2 2026.
Parallel Advisors left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Parallel Advisors's portfolio in Q2 2026, its #695 holding.
Parallel Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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