Parkside Financial Bank & Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-564	Closed	-$55.3K	–	2160
2024 Q3	$55.3K	Buy	+564	New	+$54.5K	0.01%	748
2023 Q2	–	Sell	-30	Closed	-$2.97K	–	2055
2023 Q1	$2.97K	Buy	+30	New	+$2.93K	﹤0.01%	1567
2017 Q3	–	Sell	-747	Closed	-$80K	–	1441
2017 Q2	$80K	Sell	747 -11	-1%	-$1.18K	0.03%	245
2017 Q1	$80K	Buy	+758	New	+$79.6K	0.03%	240
2016 Q4	–	Sell	-446	Closed	-$50K	–	1414
2016 Q3	$50K	Buy	446 +297	+199%	+$33.3K	0.02%	363
2016 Q2	$17K	Sell	149 -273	-65%	-$30.2K	0.01%	574
2016 Q1	$46K	Sell	422 -157	-27%	-$17.1K	0.02%	341
2015 Q4	$61K	Buy	579 +192	+50%	+$20.5K	0.03%	291
2015 Q3	$42K	Buy	+387	New	+$41.1K	0.02%	337

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Parkside Financial Bank & Trust's IEF Position: Q4 2024 in Review

Parkside Financial Bank & Trust sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 564 shares — an estimated $55.3K sold.

Parkside Financial Bank & Trust first reported a position in IEF in Q3 2015 and held it in 9 quarters. The position peaked at $80K in Q2 2017. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

Parkside Financial Bank & Trust reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Parkside Financial Bank & Trust sold 564 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $55.3K.
Parkside Financial Bank & Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and held it in 9 quarters.
Parkside Financial Bank & Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $80K in Q2 2017.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2024, filed 5 Feb 2025.