Parallel Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Parallel Advisors’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.98M	Buy	133,053 +9,712	+8%	+$217K	0.05%	251
2026 Q1	$2.77M	Sell	123,341 -12,530	-9%	-$282K	0.05%	242
2025 Q4	$3.05M	Buy	135,871 +2,535	+2%	+$57K	0.06%	223
2025 Q3	$3M	Buy	133,336 +11,586	+10%	+$260K	0.06%	218
2025 Q2	$2.74M	Buy	121,750 +13,636	+13%	+$306K	0.05%	219
2025 Q1	$2.42M	Buy	108,114 +106,482	+6,525%	+$2.37M	0.05%	227
2024 Q4	$36.2K	Sell	1,632 -1,084	-40%	-$24.2K	﹤0.01%	1832
2024 Q3	$61.5K	Buy	+2,716	New	+$60.9K	﹤0.01%	1499

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCWA

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Parallel Advisors's IBTH Position: Q2 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 7.9% in Q2 2026, buying an estimated $217K and bringing the position to 133,053 shares worth $2.98M. The position accounts for 0.05% of the portfolio, ranked #251.

Parallel Advisors first reported a position in IBTH in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.05M in Q4 2025. 205 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Parallel Advisors held 133,053 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $2.98M as of Q2 2026.
Parallel Advisors bought 9,712 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $217K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.05% of Parallel Advisors's portfolio in Q2 2026, its #251 holding.
Parallel Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Parallel Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $3.05M in Q4 2025.
205 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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