PFBT
IBDM

Parkside Financial Bank & Trust’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Parkside Financial Bank & Trust’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-235
Closed -$6K – 1699
2019
Q3 		$6K Buy
+235
New +$5.86K ﹤0.01% 905

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Parkside Financial Bank & Trust's IBDM Position: Q4 2019 in Review

Parkside Financial Bank & Trust sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2019, closing a stake of 235 shares — an estimated $6K sold.

Parkside Financial Bank & Trust first reported a position in IBDM in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 181 funds tracked by Wall St. Rank hold IBDM as of Q4 2019.

  • Parkside Financial Bank & Trust reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 235 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2019, an estimated $6K.
  • Parkside Financial Bank & Trust first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2019 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $6K in Q3 2019.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2019.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2019, filed 30 Jan 2020.