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Parallel Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Parallel Advisors’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$805K Buy
31,674
+789
+3% +$20K 0.01% 608
2026
Q1 		$786K Buy
30,885
+644
+2% +$16.4K 0.01% 562
2025
Q4 		$768K Buy
30,241
+745
+3% +$18.9K 0.01% 534
2025
Q3 		$751K Sell
29,496
-580
-2% -$14.8K 0.01% 522
2025
Q2 		$762K Buy
30,076
+1,156
+4% +$29.1K 0.02% 501
2025
Q1 		$731K Sell
28,920
-182
-0.6% -$4.59K 0.02% 473
2024
Q4 		$732K Buy
29,102
+9,521
+49% +$241K 0.02% 476
2024
Q3 		$498K Buy
19,581
+2,134
+12% +$53.9K 0.01% 567
2024
Q2 		$436K Buy
17,447
+3,210
+23% +$80.2K 0.01% 581
2024
Q1 		$358K Buy
14,237
+4,237
+42% +$107K 0.01% 644
2023
Q4 		$254K Hold
10,000
– – 0.01% 701
2023
Q3 		$245K Buy
10,000
+4,500
+82% +$112K 0.01% 702
2023
Q2 		$138K Buy
+5,500
New +$138K ﹤0.01% 938

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Parallel Advisors's IBMP Position: Q2 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 2.6% in Q2 2026, buying an estimated $20K and bringing the position to 31,674 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #608.

Parallel Advisors first reported a position in IBMP in Q2 2023 and has held it in 13 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Parallel Advisors held 31,674 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $805K as of Q2 2026.
  • Parallel Advisors bought 789 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $20K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Parallel Advisors's portfolio in Q2 2026, its #608 holding.
  • Parallel Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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