Parallel Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Parallel Advisors’s Portfolio IBMR Stock Details IBMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$717K	Buy	28,227 +792	+3%	+$20.1K	0.01%	653
2026 Q1	$695K	Buy	27,435 +4,274	+18%	+$109K	0.01%	605
2025 Q4	$589K	Buy	23,161 +2,911	+14%	+$74K	0.01%	629
2025 Q3	$517K	Sell	20,250 -630	-3%	-$16K	0.01%	649
2025 Q2	$527K	Buy	20,880 +1,179	+6%	+$29.4K	0.01%	611
2025 Q1	$493K	Buy	19,701 +27	+0.1%	+$677	0.01%	594
2024 Q4	$491K	Buy	19,674 +310	+2%	+$7.8K	0.01%	582
2024 Q3	$494K	Buy	19,364 +1,933	+11%	+$48.7K	0.01%	572
2024 Q2	$433K	Buy	17,431 +3,204	+23%	+$79.7K	0.01%	582
2024 Q1	$359K	Buy	14,227 +4,227	+42%	+$107K	0.01%	642
2023 Q4	$256K	Hold	10,000	–	–	0.01%	697
2023 Q3	$239K	Buy	+10,000	New	+$246K	0.01%	712

Other funds holding IBMR

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

KCM

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Parallel Advisors's IBMR Position: Q2 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 2.9% in Q2 2026, buying an estimated $20.1K and bringing the position to 28,227 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #653.

Parallel Advisors first reported a position in IBMR in Q3 2023 and has held it in 12 quarters since. 91 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Parallel Advisors held 28,227 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $717K as of Q2 2026.
Parallel Advisors bought 792 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $20.1K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of Parallel Advisors's portfolio in Q2 2026, its #653 holding.
Parallel Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
91 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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