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Parallel Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Parallel Advisors’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.34M Buy
215,153
+14,452
+7% +$292K 0.07% 197
2026
Q1 		$4.09M Buy
200,701
+30,319
+18% +$622K 0.07% 182
2025
Q4 		$3.5M Buy
170,382
+23,145
+16% +$477K 0.06% 198
2025
Q3 		$3.03M Buy
147,237
+12,241
+9% +$250K 0.06% 213
2025
Q2 		$2.77M Buy
134,996
+14,318
+12% +$290K 0.06% 215
2025
Q1 		$2.45M Buy
120,678
+118,901
+6,691% +$2.38M 0.06% 221
2024
Q4 		$35.2K Sell
1,777
-1,174
-40% -$23.6K ﹤0.01% 1850
2024
Q3 		$61.5K Buy
+2,951
New +$60.6K ﹤0.01% 1505

Other funds holding IBTL

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Parallel Advisors's IBTL Position: Q2 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 7.2% in Q2 2026, buying an estimated $292K and bringing the position to 215,153 shares worth $4.34M. The position accounts for 0.07% of the portfolio, ranked #197.

Parallel Advisors first reported a position in IBTL in Q3 2024 and has held it in 8 quarters since. 81 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Parallel Advisors held 215,153 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $4.34M as of Q2 2026.
  • Parallel Advisors bought 14,452 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $292K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.07% of Parallel Advisors's portfolio in Q2 2026, its #197 holding.
  • Parallel Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • 81 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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