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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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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 $5.97B AUM 5.11% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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. 134 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.
  • 134 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.