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Parkside Financial Bank & Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Parkside Financial Bank & Trust’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.6M Buy
254,554
+11,316
+5% +$881K 1.51% 12
2025
Q4 		$18.9M Buy
243,238
+14,107
+6% +$1.1M 1.42% 12
2025
Q3 		$17.9M Buy
229,131
+11,603
+5% +$898K 1.38% 10
2025
Q2 		$16.8M Buy
217,528
+408
+0.2% +$31.1K 1.81% 8
2025
Q1 		$16.6M Buy
217,120
+11,909
+6% +$898K 2.11% 8
2024
Q4 		$15.3M Buy
205,211
+27,427
+15% +$2.09M 2.03% 9
2024
Q3 		$13.9M Buy
177,784
+34,877
+24% +$2.69M 1.94% 8
2024
Q2 		$10.7M Buy
142,907
+6,419
+5% +$477K 1.68% 9
2024
Q1 		$10.3M Buy
136,488
+10,913
+9% +$823K 1.65% 8
2023
Q4 		$9.59M Buy
125,575
+21,989
+21% +$1.61M 1.74% 9
2023
Q3 		$7.49M Buy
103,586
+24,195
+30% +$1.79M 1.73% 9
2023
Q2 		$5.97M Buy
79,391
+24,982
+46% +$1.9M 1.42% 12
2023
Q1 		$4.18M Buy
54,409
+5,061
+10% +$383K 1.12% 15
2022
Q4 		$3.67M Buy
49,348
+1,016
+2% +$75.3K 1.06% 18
2022
Q3 		$3.55M Buy
48,332
+8,608
+22% +$666K 1.13% 15
2022
Q2 		$3.08M Buy
39,724
+16,547
+71% +$1.3M 0.94% 19
2022
Q1 		$1.9M Sell
23,177
-17,294
-43% -$1.46M 0.51% 32
2021
Q4 		$3.55M Buy
40,471
+19,921
+97% +$1.77M 0.88% 16
2021
Q3 		$1.84M Sell
20,550
-848
-4% -$76.8K 0.54% 30
2021
Q2 		$1.92M Buy
21,398
+2,049
+11% +$183K 0.56% 29
2021
Q1 		$1.72M Buy
19,349
+3,894
+25% +$354K 0.52% 33
2020
Q4 		$1.44M Sell
15,455
-13
-0.1% -$1.21K 0.45% 35
2020
Q3 		$1.45M Sell
15,468
-2,968
-16% -$278K 0.5% 34
2020
Q2 		$1.72M Sell
18,436
-7,682
-29% -$703K 0.56% 28
2020
Q1 		$2.33M Sell
26,118
-4,389
-14% -$389K 0.88% 20
2019
Q4 		$2.66M Buy
30,507
+8,761
+40% +$767K 0.78% 20
2019
Q3 		$1.91M Buy
21,746
+1,899
+10% +$166K 0.62% 25
2019
Q2 		$1.72M Buy
19,847
+3,548
+22% +$300K 0.56% 27
2019
Q1 		$1.37M Sell
16,299
-1,436
-8% -$118K 0.46% 32
2018
Q4 		$1.44M Sell
17,735
-594
-3% -$47.6K 0.52% 30
2018
Q3 		$1.48M Buy
18,329
+56
+0.3% +$4.53K 0.51% 29
2018
Q2 		$1.48M Buy
18,273
+641
+4% +$51.8K 0.55% 27
2018
Q1 		$1.44M Buy
17,632
+2,324
+15% +$191K 0.55% 28
2017
Q4 		$1.28M Buy
15,308
+1,894
+14% +$160K 0.47% 35
2017
Q3 		$1.14M Buy
13,414
+2,649
+25% +$225K 0.44% 38
2017
Q2 		$910K Buy
10,765
+1,562
+17% +$132K 0.37% 51
2017
Q1 		$770K Buy
9,203
+1,223
+15% +$102K 0.33% 53
2016
Q4 		$663K Sell
7,980
-211
-3% -$17.9K 0.29% 67
2016
Q3 		$718K Buy
8,191
+1,022
+14% +$89.7K 0.33% 60
2016
Q2 		$631K Buy
7,169
+1,245
+21% +$108K 0.31% 66
2016
Q1 		$511K Buy
5,924
+639
+12% +$54.2K 0.26% 78
2015
Q4 		$439K Buy
5,285
+219
+4% +$18.4K 0.22% 86
2015
Q3 		$430K Buy
+5,066
New +$426K 0.24% 79

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Parkside Financial Bank & Trust's BIV Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.7% in Q1 2026, buying an estimated $881K and bringing the position to 254,554 shares worth $19.6M. The position accounts for 1.51% of the portfolio, ranked #12.

Parkside Financial Bank & Trust first reported a position in BIV in Q3 2015 and has held it in 43 quarters since. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Parkside Financial Bank & Trust held 254,554 shares of Vanguard Intermediate-Term Bond ETF worth $19.6M as of Q1 2026.
  • Parkside Financial Bank & Trust bought 11,316 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $881K.
  • Vanguard Intermediate-Term Bond ETF made up 1.51% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #12 holding.
  • Parkside Financial Bank & Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2015 and has held it in 43 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.