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Parallel Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Parallel Advisors’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,474
Closed -$34.8K – 3586
2024
Q4 		$34.8K Sell
1,474
-972
-40% -$23.5K ﹤0.01% 1862
2024
Q3 		$61.4K Buy
+2,446
New +$60.6K ﹤0.01% 1507

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parallel Advisors's IBTO Position: Q1 2025 in Review

Parallel Advisors sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q1 2025, closing a stake of 1,474 shares — an estimated $34.8K sold.

Parallel Advisors first reported a position in IBTO in Q3 2024 and held it in 2 quarters. The position peaked at $61.4K in Q3 2024. 71 funds tracked by Wall St. Rank hold IBTO as of Q1 2025.

  • Parallel Advisors reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Parallel Advisors sold 1,474 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2025, an estimated $34.8K.
  • Parallel Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2024 and held it in 2 quarters.
  • Parallel Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $61.4K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2025.

Based on Parallel Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.