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 Q2	$765K	Buy	29,923 +786	+3%	+$20.1K	0.01%	625
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 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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

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

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

Parallel Advisors's IBMQ Position: Q2 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 2.7% in Q2 2026, buying an estimated $20.1K and bringing the position to 29,923 shares worth $765K. The position accounts for 0.01% of the portfolio, ranked #625.

Parallel Advisors first reported a position in IBMQ in Q2 2023 and has held it in 13 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Parallel Advisors held 29,923 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $765K as of Q2 2026.
Parallel Advisors bought 786 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $20.1K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of Parallel Advisors's portfolio in Q2 2026, its #625 holding.
Parallel Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2023 and has held it in 13 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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