Parkside Financial Bank & Trust’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.01M	Hold	218,579	–	–	0.38%	44
2025 Q4	$5M	Buy	+218,579	New	+$5.01M	0.37%	44
2025 Q3	–	Sell	-1,354	Closed	-$31K	–	2754
2025 Q2	$31K	Buy	1,354 +242	+22%	+$5.54K	﹤0.01%	1066
2025 Q1	$25.5K	Hold	1,112	–	–	﹤0.01%	1068
2024 Q4	$25.4K	Hold	1,112	–	–	﹤0.01%	1012
2024 Q3	$25.6K	Buy	1,112 +76	+7%	+$1.74K	﹤0.01%	990
2024 Q2	$23.5K	Hold	1,036	–	–	﹤0.01%	986
2024 Q1	$23.5K	Buy	+1,036	New	+$23.6K	﹤0.01%	974

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Parkside Financial Bank & Trust's IBTG Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q1 2026 at 218,579 shares worth $5.01M. The position accounts for 0.38% of the portfolio, ranked #44.

Parkside Financial Bank & Trust first reported a position in IBTG in Q1 2024 and has held it in 8 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Parkside Financial Bank & Trust held 218,579 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $5.01M as of Q1 2026.
Parkside Financial Bank & Trust left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.38% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #44 holding.
Parkside Financial Bank & Trust first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2024 and has held it in 8 quarters since.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.