Parallel Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Parallel Advisors’s Portfolio IBTK Stock Details IBTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.84M	Buy	196,725 +14,760	+8%	+$289K	0.06%	213
2026 Q1	$3.59M	Buy	181,965 +15,559	+9%	+$309K	0.06%	202
2025 Q4	$3.3M	Buy	166,406 +14,388	+9%	+$286K	0.06%	210
2025 Q3	$3.02M	Buy	152,018 +12,623	+9%	+$250K	0.06%	214
2025 Q2	$2.77M	Buy	139,395 +14,960	+12%	+$294K	0.06%	216
2025 Q1	$2.45M	Buy	124,435 +122,591	+6,648%	+$2.37M	0.06%	222
2024 Q4	$35.4K	Sell	1,844 -1,222	-40%	-$23.8K	﹤0.01%	1845
2024 Q3	$61.5K	Buy	+3,066	New	+$60.7K	﹤0.01%	1502

Other funds holding IBTK

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

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

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

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Parallel Advisors's IBTK Position: Q2 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 8.1% in Q2 2026, buying an estimated $289K and bringing the position to 196,725 shares worth $3.84M. The position accounts for 0.06% of the portfolio, ranked #213.

Parallel Advisors first reported a position in IBTK in Q3 2024 and has held it in 8 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Parallel Advisors held 196,725 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $3.84M as of Q2 2026.
Parallel Advisors bought 14,760 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $289K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.06% of Parallel Advisors's portfolio in Q2 2026, its #213 holding.
Parallel Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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