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Parkside Financial Bank & Trust’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Parkside Financial Bank & Trust’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,912
Closed -$46.9K – 2758
2025
Q2 		$46.9K Buy
1,912
+38
+2% +$919 0.01% 926
2025
Q1 		$45.7K Hold
1,874
– – 0.01% 867
2024
Q4 		$44.3K Hold
1,874
– – 0.01% 849
2024
Q3 		$47.1K Buy
1,874
+128
+7% +$3.17K 0.01% 802
2024
Q2 		$41.9K Hold
1,746
– – 0.01% 807
2024
Q1 		$42.4K Buy
1,746
+279
+19% +$6.79K 0.01% 790
2023
Q4 		$36.4K Buy
+1,467
New +$34.9K 0.01% 791

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Morgan Stanley
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
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Parkside Financial Bank & Trust sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q3 2025, closing a stake of 1,912 shares — an estimated $46.9K sold.

Parkside Financial Bank & Trust first reported a position in IBTO in Q4 2023 and held it in 7 quarters. The position peaked at $47.1K in Q3 2024. 75 funds tracked by Wall St. Rank hold IBTO as of Q3 2025.

  • Parkside Financial Bank & Trust reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 1,912 iShares iBonds Dec 2033 Term Treasury ETF shares in Q3 2025, an estimated $46.9K.
  • Parkside Financial Bank & Trust first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and held it in 7 quarters.
  • Parkside Financial Bank & Trust's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $47.1K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2025.

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