Parallel Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Parallel Advisors’s Portfolio IBTD Stock Details IBTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,000	Closed	-$99.3K	–	3510
2023 Q3	$99.3K	Sell	4,000 -1,000	-20%	-$24.8K	﹤0.01%	1089
2023 Q2	$124K	Hold	5,000	–	–	﹤0.01%	982
2023 Q1	$124K	Buy	5,000 +3,000	+150%	+$74.2K	﹤0.01%	961
2022 Q4	$49.4K	Buy	+2,000	New	+$49.4K	﹤0.01%	1282

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Parallel Advisors's IBTD Position: Q4 2023 in Review

Parallel Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 4,000 shares — an estimated $99.3K sold.

Parallel Advisors first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $124K in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Parallel Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Parallel Advisors sold 4,000 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $99.3K.
Parallel Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Parallel Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $124K in Q2 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Parallel Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.