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Parallel Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Parallel Advisors’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$744K Buy
29,137
+6,042
+26% +$155K 0.01% 585
2025
Q4 		$591K Buy
23,095
+2,896
+14% +$74K 0.01% 628
2025
Q3 		$518K Buy
20,199
+3,920
+24% +$100K 0.01% 648
2025
Q2 		$414K Buy
16,279
+1,160
+8% +$29.2K 0.01% 701
2025
Q1 		$382K Sell
15,119
-181
-1% -$4.57K 0.01% 684
2024
Q4 		$385K Buy
15,300
+255
+2% +$6.46K 0.01% 669
2024
Q3 		$386K Buy
15,045
+2,133
+17% +$54.1K 0.01% 667
2024
Q2 		$323K Buy
12,912
+3,196
+33% +$80K 0.01% 688
2024
Q1 		$246K Buy
9,716
+4,216
+77% +$107K 0.01% 786
2023
Q4 		$141K Hold
5,500
– – ﹤0.01% 954
2023
Q3 		$134K Hold
5,500
– – ﹤0.01% 940
2023
Q2 		$138K Buy
+5,500
New +$139K ﹤0.01% 932

Other funds holding IBMQ

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
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return