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 Q2	$3.41M	Buy	154,073 +11,170	+8%	+$248K	0.05%	232
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Parallel Advisors's IBTI Position: Q2 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 7.8% in Q2 2026, buying an estimated $248K and bringing the position to 154,073 shares worth $3.41M. The position accounts for 0.05% of the portfolio, ranked #232.

Parallel Advisors first reported a position in IBTI in Q3 2024 and has held it in 8 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Parallel Advisors held 154,073 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $3.41M as of Q2 2026.
Parallel Advisors bought 11,170 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $248K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.05% of Parallel Advisors's portfolio in Q2 2026, its #232 holding.
Parallel Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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