Parkside Financial Bank & Trust’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-509	Closed	-$11.8K	–	2058
2023 Q4	$11.8K	Sell	509 -2	-0.4%	-$46	﹤0.01%	1109
2023 Q3	$11.7K	Sell	511 -1	-0.2%	-$23	﹤0.01%	1066
2023 Q2	$11.8K	Buy	512 +2	+0.4%	+$46	﹤0.01%	1069
2023 Q1	$11.7K	Buy	+510	New	+$11.6K	﹤0.01%	1053

Other funds holding IBHE

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Parkside Financial Bank & Trust sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q1 2024, closing a stake of 509 shares — an estimated $11.8K sold.

Parkside Financial Bank & Trust first reported a position in IBHE in Q1 2023 and held it in 4 quarters. The position peaked at $11.8K in Q2 2023. 103 funds tracked by Wall St. Rank hold IBHE as of Q1 2024.

Parkside Financial Bank & Trust reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q1 2024 after selling out during the quarter.
Parkside Financial Bank & Trust sold 509 iShares iBonds 2025 Term High Yield and Income ETF shares in Q1 2024, an estimated $11.8K.
Parkside Financial Bank & Trust first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2023 and held it in 4 quarters.
Parkside Financial Bank & Trust's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $11.8K in Q2 2023.
103 funds tracked by Wall St. Rank held iShares iBonds 2025 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.