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Parkside Financial Bank & Trust’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Parkside Financial Bank & Trust’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.48M Hold
200,311
– – 0.31% 53
2026
Q1 		$4.49M Hold
200,311
– – 0.34% 46
2025
Q4 		$4.5M Buy
+200,311
New +$4.5M 0.34% 47
2025
Q3 		– Sell
-691
Closed -$15.5K – 2755
2025
Q2 		$15.5K Buy
+691
New +$15.5K ﹤0.01% 1339

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Parkside Financial Bank & Trust's IBTH Position: Q2 2026 in Review

Parkside Financial Bank & Trust held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 200,311 shares worth $4.48M. The position accounts for 0.31% of the portfolio, ranked #53.

Parkside Financial Bank & Trust first reported a position in IBTH in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.5M in Q4 2025. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Parkside Financial Bank & Trust held 200,311 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $4.48M as of Q2 2026.
  • Parkside Financial Bank & Trust left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.31% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #53 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • Parkside Financial Bank & Trust's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $4.5M in Q4 2025.
  • 314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.