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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return