Parkside Financial Bank & Trust’s iShares US Treasury Bond ETF GOVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,339	Closed	-$54.9K	–	2156
2024 Q3	$54.9K	Hold	2,339	–	–	0.01%	749
2024 Q2	$52.8K	Hold	2,339	–	–	0.01%	735
2024 Q1	$53.3K	Sell	2,339 -1,411	-38%	-$32.1K	0.01%	719
2023 Q4	$86.4K	Buy	+3,750	New	+$83.5K	0.02%	526
2023 Q1	–	Sell	-168	Closed	-$3.82K	–	2052
2022 Q4	$3.82K	Hold	168	–	–	﹤0.01%	1434
2022 Q3	$4K	Hold	168	–	–	﹤0.01%	1298
2022 Q2	$4K	Sell	168 -831	-83%	-$20K	﹤0.01%	1328
2022 Q1	$25K	Sell	999 -585	-37%	-$15K	0.01%	769
2021 Q4	$42K	Hold	1,584	–	–	0.01%	572
2021 Q3	$42K	Hold	1,584	–	–	0.01%	542
2021 Q2	$42K	Hold	1,584	–	–	0.01%	548
2021 Q1	$41K	Buy	+1,584	New	+$42.3K	0.01%	535
2019 Q4	–	Sell	-7,000	Closed	-$184K	–	1597
2019 Q3	$184K	Hold	7,000	–	–	0.06%	195
2019 Q2	$181K	Hold	7,000	–	–	0.06%	198
2019 Q1	$177K	Hold	7,000	–	–	0.06%	194
2018 Q4	$173K	Hold	7,000	–	–	0.06%	181
2018 Q3	$170K	Hold	7,000	–	–	0.06%	191
2018 Q2	$172K	Buy	+7,000	New	+$171K	0.06%	182

Other funds holding GOVT

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Parkside Financial Bank & Trust's GOVT Position: Q4 2024 in Review

Parkside Financial Bank & Trust sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2024, closing a stake of 2,339 shares — an estimated $54.9K sold.

Parkside Financial Bank & Trust first reported a position in GOVT in Q2 2018 and held it in 18 quarters. The position peaked at $184K in Q3 2019. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

Parkside Financial Bank & Trust reported no remaining iShares US Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Parkside Financial Bank & Trust sold 2,339 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $54.9K.
Parkside Financial Bank & Trust first reported a position in iShares US Treasury Bond ETF in Q2 2018 and held it in 18 quarters.
Parkside Financial Bank & Trust's iShares US Treasury Bond ETF position peaked at $184K in Q3 2019.
789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2024, filed 5 Feb 2025.