PFBT
IBHD

Parkside Financial Bank & Trust’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Parkside Financial Bank & Trust’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-505
Closed -$11.7K – 2109
2023
Q4 		$11.7K Sell
505
-3
-0.6% -$69 ﹤0.01% 1111
2023
Q3 		$11.8K Buy
508
+3
+0.6% +$69 ﹤0.01% 1064
2023
Q2 		$11.7K Hold
505
– – ﹤0.01% 1075
2023
Q1 		$11.7K Buy
+505
New +$11.6K ﹤0.01% 1054

Other funds holding IBHD

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Parkside Financial Bank & Trust's IBHD Position: Q1 2024 in Review

Parkside Financial Bank & Trust sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q1 2024, closing a stake of 505 shares — an estimated $11.7K sold.

Parkside Financial Bank & Trust first reported a position in IBHD in Q1 2023 and held it in 4 quarters. The position peaked at $11.8K in Q3 2023. 124 funds tracked by Wall St. Rank hold IBHD as of Q1 2024.

  • Parkside Financial Bank & Trust reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q1 2024 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 505 iShares iBonds 2024 Term High Yield and Income ETF shares in Q1 2024, an estimated $11.7K.
  • Parkside Financial Bank & Trust first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2023 and held it in 4 quarters.
  • Parkside Financial Bank & Trust's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $11.8K in Q3 2023.
  • 124 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q1 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2024, filed 1 May 2024.