PA
IBMS

Parallel Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Parallel Advisors’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$443K Buy
17,122
+778
+5% +$20.1K 0.01% 848
2026
Q1 		$422K Buy
16,344
+634
+4% +$16.6K 0.01% 790
2025
Q4 		$409K Buy
15,710
+2,840
+22% +$73.9K 0.01% 757
2025
Q3 		$336K Buy
12,870
+9,370
+268% +$243K 0.01% 815
2025
Q2 		$89.8K Buy
3,500
+1,195
+52% +$30.3K ﹤0.01% 1410
2025
Q1 		$58.5K Sell
2,305
-162
-7% -$4.13K ﹤0.01% 1543
2024
Q4 		$62.6K Buy
2,467
+310
+14% +$7.92K ﹤0.01% 1505
2024
Q3 		$55.8K Buy
+2,157
New +$55.2K ﹤0.01% 1558

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
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

Parallel Advisors's IBMS Position: Q2 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 4.8% in Q2 2026, buying an estimated $20.1K and bringing the position to 17,122 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #848.

Parallel Advisors first reported a position in IBMS in Q3 2024 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Parallel Advisors held 17,122 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $443K as of Q2 2026.
  • Parallel Advisors bought 778 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $20.1K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.01% of Parallel Advisors's portfolio in Q2 2026, its #848 holding.
  • Parallel Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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