Parallel Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Parallel Advisors’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.18M	Buy	142,903 +3,391	+2%	+$75.8K	0.06%	225
2025 Q4	$3.12M	Buy	139,512 +5,185	+4%	+$116K	0.06%	218
2025 Q3	$3.01M	Buy	134,327 +11,436	+9%	+$255K	0.06%	217
2025 Q2	$2.75M	Buy	122,891 +13,466	+12%	+$299K	0.05%	218
2025 Q1	$2.43M	Buy	109,425 +107,785	+6,572%	+$2.37M	0.05%	226
2024 Q4	$35.9K	Sell	1,640 -1,091	-40%	-$24.1K	﹤0.01%	1836
2024 Q3	$61.5K	Buy	+2,731	New	+$60.8K	﹤0.01%	1503

Other funds holding IBTI

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

BCM

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Parallel Advisors's IBTI Position: Q1 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 2.4% in Q1 2026, buying an estimated $75.8K and bringing the position to 142,903 shares worth $3.18M. The position accounts for 0.06% of the portfolio, ranked #225.

Parallel Advisors first reported a position in IBTI in Q3 2024 and has held it in 7 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Parallel Advisors held 142,903 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $3.18M as of Q1 2026.
Parallel Advisors bought 3,391 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $75.8K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.06% of Parallel Advisors's portfolio in Q1 2026, its #225 holding.
Parallel Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.