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Parkside Financial Bank & Trust’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Parkside Financial Bank & Trust’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.58K Hold
202
– – ﹤0.01% 1921
2026
Q1 		$4.63K Hold
202
– – ﹤0.01% 1852
2025
Q4 		$4.66K Sell
202
-43
-18% -$997 ﹤0.01% 1823
2025
Q3 		$5.67K Sell
245
-4,519
-95% -$104K ﹤0.01% 1701
2025
Q2 		$110K Buy
4,764
+85
+2% +$1.93K 0.01% 620
2025
Q1 		$107K Hold
4,679
– – 0.01% 555
2024
Q4 		$104K Hold
4,679
– – 0.01% 555
2024
Q3 		$110K Buy
4,679
+311
+7% +$7.2K 0.02% 522
2024
Q2 		$98K Buy
4,368
+195
+5% +$4.34K 0.02% 534
2024
Q1 		$94.6K Sell
4,173
-79
-2% -$1.79K 0.02% 555
2023
Q4 		$98.3K Sell
4,252
-266
-6% -$5.9K 0.02% 486
2023
Q3 		$99.4K Buy
4,518
+1,189
+36% +$26.9K 0.02% 412
2023
Q2 		$77.4K Buy
3,329
+93
+3% +$2.2K 0.02% 484
2023
Q1 		$77.3K Buy
+3,236
New +$76.2K 0.02% 457

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Parkside Financial Bank & Trust held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q2 2026 at 202 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Parkside Financial Bank & Trust first reported a position in IBTM in Q1 2023 and has held it in 14 quarters since. The position peaked at $110K in Q3 2024. 106 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Parkside Financial Bank & Trust held 202 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $4.58K as of Q2 2026.
  • Parkside Financial Bank & Trust left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1921 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • Parkside Financial Bank & Trust's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $110K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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