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 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

Parkside Financial Bank & Trust held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q1 2026 at 202 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Parkside Financial Bank & Trust first reported a position in IBTM in Q1 2023 and has held it in 13 quarters since. The position peaked at $110K in Q3 2024. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Parkside Financial Bank & Trust held 202 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $4.63K as of Q1 2026.
Parkside Financial Bank & Trust left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1852 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 13 quarters since.
Parkside Financial Bank & Trust's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $110K in Q3 2024.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

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