Parkside Financial Bank & Trust’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Parkside Financial Bank & Trust’s Portfolio BLV Stock Details BLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-153	Closed	-$11K	–	2048
2024 Q1	$11K	Buy	153 +1	+0.7%	+$72	﹤0.01%	1145
2023 Q4	$11.3K	Buy	+152	New	+$10.4K	﹤0.01%	1116
2023 Q2	–	Sell	-95	Closed	-$7.28K	–	2022
2023 Q1	$7.28K	Buy	+95	New	+$7.18K	﹤0.01%	1219

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parkside Financial Bank & Trust's BLV Position: Q2 2024 in Review

Parkside Financial Bank & Trust sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2024, closing a stake of 153 shares — an estimated $11K sold.

Parkside Financial Bank & Trust first reported a position in BLV in Q1 2023 and held it in 3 quarters. The position peaked at $11.3K in Q4 2023. 367 funds tracked by Wall St. Rank hold BLV as of Q2 2024.

Parkside Financial Bank & Trust reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Parkside Financial Bank & Trust sold 153 Vanguard Long-Term Bond ETF shares in Q2 2024, an estimated $11K.
Parkside Financial Bank & Trust first reported a position in Vanguard Long-Term Bond ETF in Q1 2023 and held it in 3 quarters.
Parkside Financial Bank & Trust's Vanguard Long-Term Bond ETF position peaked at $11.3K in Q4 2023.
367 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2024, filed 5 Aug 2024.