Parkside Financial Bank & Trust’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-761	Closed	-$15.6K	–	2757
2025 Q2	$15.6K	Buy	761 +10	+1%	+$203	﹤0.01%	1338
2025 Q1	$15.3K	Hold	751	–	–	﹤0.01%	1254
2024 Q4	$14.9K	Hold	751	–	–	﹤0.01%	1172
2024 Q3	$15.6K	Buy	751 +55	+8%	+$1.13K	﹤0.01%	1125
2024 Q2	$13.9K	Hold	696	–	–	﹤0.01%	1103
2024 Q1	$14K	Sell	696 -6	-0.9%	-$121	﹤0.01%	1094
2023 Q4	$14.4K	Hold	702	–	–	﹤0.01%	1067
2023 Q3	$13.7K	Sell	702 -868	-55%	-$17.5K	﹤0.01%	1018
2023 Q2	$32.3K	Sell	1,570 -38	-2%	-$797	0.01%	749
2023 Q1	$34K	Buy	+1,608	New	+$33.5K	0.01%	714

Other funds holding IBTL

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Parkside Financial Bank & Trust's IBTL Position: Q3 2025 in Review

Parkside Financial Bank & Trust sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q3 2025, closing a stake of 761 shares — an estimated $15.6K sold.

Parkside Financial Bank & Trust first reported a position in IBTL in Q1 2023 and held it in 10 quarters. The position peaked at $34K in Q1 2023. 109 funds tracked by Wall St. Rank hold IBTL as of Q3 2025.

Parkside Financial Bank & Trust reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 761 iShares iBonds Dec 2031 Term Treasury ETF shares in Q3 2025, an estimated $15.6K.
Parkside Financial Bank & Trust first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2023 and held it in 10 quarters.
Parkside Financial Bank & Trust's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $34K in Q1 2023.
109 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2025, filed 30 Oct 2025.