PFBT
IBTD

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

Parkside Financial Bank & Trust’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-782
Closed -$19.4K – 2209
2023
Q3 		$19.4K Sell
782
-1,590
-67% -$39.4K ﹤0.01% 914
2023
Q2 		$58.9K Buy
2,372
+1,337
+129% +$33.1K 0.01% 556
2023
Q1 		$25.7K Buy
+1,035
New +$25.6K 0.01% 805

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Parkside Financial Bank & Trust's IBTD Position: Q4 2023 in Review

Parkside Financial Bank & Trust sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 782 shares — an estimated $19.4K sold.

Parkside Financial Bank & Trust first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $58.9K in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Parkside Financial Bank & Trust reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 782 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $19.4K.
  • Parkside Financial Bank & Trust first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Parkside Financial Bank & Trust's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $58.9K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2023, filed 1 Feb 2024.