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Parallel Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Parallel Advisors’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.73M Buy
162,870
+96,836
+147% +$2.23M 0.07% 198
2025
Q4 		$1.52M Buy
+66,034
New +$1.53M 0.03% 344
2025
Q1 		– Sell
-1,575
Closed -$35K – 3587
2024
Q4 		$35K Sell
1,575
-1,041
-40% -$23.6K ﹤0.01% 1857
2024
Q3 		$61.4K Buy
+2,616
New +$60.5K ﹤0.01% 1506

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Parallel Advisors's IBTM Position: Q1 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 147% in Q1 2026, buying an estimated $2.23M and bringing the position to 162,870 shares worth $3.73M. The position accounts for 0.07% of the portfolio, ranked #198.

Parallel Advisors first reported a position in IBTM in Q3 2024 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Parallel Advisors held 162,870 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $3.73M as of Q1 2026.
  • Parallel Advisors bought 96,836 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $2.23M.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.07% of Parallel Advisors's portfolio in Q1 2026, its #198 holding.
  • Parallel Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2024 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

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