PFBT
IBDO

Parkside Financial Bank & Trust’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Parkside Financial Bank & Trust’s Portfolio IBDO Stock Details IBDO 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 – 1655
2019
Q3 		$6K Buy
+235
New +$5.99K ﹤0.01% 894

Other funds holding IBDO

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital Advisors Inc
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return

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

Parkside Financial Bank & Trust sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2019, closing a stake of 235 shares — an estimated $6K sold.

Parkside Financial Bank & Trust first reported a position in IBDO in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 151 funds tracked by Wall St. Rank hold IBDO as of Q4 2019.

  • Parkside Financial Bank & Trust reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 235 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2019, an estimated $6K.
  • Parkside Financial Bank & Trust first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2019 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $6K in Q3 2019.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2019.

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