PA
IBTP

Parallel Advisors’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Parallel Advisors’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,399
Closed -$34.7K – 3698
2024
Q4 		$34.7K Sell
1,399
-925
-40% -$23.5K ﹤0.01% 1864
2024
Q3 		$61.4K Buy
+2,324
New +$60.5K ﹤0.01% 1508

Other funds holding IBTP

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $356M AUM 14.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

Parallel Advisors's IBTP Position: Q1 2025 in Review

Parallel Advisors sold out of iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q1 2025, closing a stake of 1,399 shares — an estimated $34.7K sold.

Parallel Advisors first reported a position in IBTP in Q3 2024 and held it in 2 quarters. The position peaked at $61.4K in Q3 2024. 39 funds tracked by Wall St. Rank hold IBTP as of Q1 2025.

  • Parallel Advisors reported no remaining iShares iBonds Dec 2034 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Parallel Advisors sold 1,399 iShares iBonds Dec 2034 Term Treasury ETF shares in Q1 2025, an estimated $34.7K.
  • Parallel Advisors first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q3 2024 and held it in 2 quarters.
  • Parallel Advisors's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $61.4K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q1 2025.

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