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Parallel Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Parallel Advisors’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255K Sell
11,144
-53
-0.5% -$1.21K ﹤0.01% 1124
2026
Q1 		$257K Buy
11,197
+5,268
+89% +$121K ﹤0.01% 1027
2025
Q4 		$136K Buy
+5,929
New +$136K ﹤0.01% 1297
2025
Q1 		– Sell
-1,601
Closed -$36.5K – 3585
2024
Q4 		$36.5K Sell
1,601
-1,064
-40% -$24.3K ﹤0.01% 1825
2024
Q3 		$61.5K Buy
+2,665
New +$61K ﹤0.01% 1500

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Parallel Advisors's IBTG Position: Q2 2026 in Review

Parallel Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.47% in Q2 2026, selling an estimated $1.21K and leaving 11,144 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Parallel Advisors first reported a position in IBTG in Q3 2024 and has held it in 5 quarters since. The position peaked at $257K in Q1 2026. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Parallel Advisors held 11,144 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $255K as of Q2 2026.
  • Parallel Advisors sold 53 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $1.21K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1124 holding.
  • Parallel Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and has held it in 5 quarters since.
  • Parallel Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $257K in Q1 2026.
  • 318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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