PFBT
IBTE

Parkside Financial Bank & Trust’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Parkside Financial Bank & Trust’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-42,845
Closed -$1.03M – 2204
2024
Q3 		$1.03M Buy
42,845
+68
+0.2% +$1.63K 0.14% 120
2024
Q2 		$1.03M Hold
42,777
– – 0.16% 106
2024
Q1 		$1.02M Buy
42,777
+41,863
+4,580% +$1M 0.16% 102
2023
Q4 		$21.8K Hold
914
– – ﹤0.01% 964
2023
Q3 		$21.8K Buy
914
+6
+0.7% +$143 0.01% 876
2023
Q2 		$21.6K Buy
908
+27
+3% +$645 0.01% 861
2023
Q1 		$21.2K Buy
+881
New +$21K 0.01% 868

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Parkside Financial Bank & Trust's IBTE Position: Q4 2024 in Review

Parkside Financial Bank & Trust sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 42,845 shares — an estimated $1.03M sold.

Parkside Financial Bank & Trust first reported a position in IBTE in Q1 2023 and held it in 7 quarters. The position peaked at $1.03M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Parkside Financial Bank & Trust reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 42,845 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.03M.
  • Parkside Financial Bank & Trust first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 7 quarters.
  • Parkside Financial Bank & Trust's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.03M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2024, filed 5 Feb 2025.