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
2026 Q2	$67.5K	Buy	+714	New	+$67.6K	﹤0.01%	918
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 $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Parkside Financial Bank & Trust opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 714 shares worth $67.5K. The stake represents ﹤0.01% of the portfolio and ranks #918 among its holdings. This is a return to the name: Parkside Financial Bank & Trust previously reported a position in IEF as recently as Q3 2024.

Parkside Financial Bank & Trust first reported a position in IEF in Q3 2015 and has held it in 10 quarters since. The position peaked at $80K in Q2 2017. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Parkside Financial Bank & Trust held 714 shares of iShares 7-10 Year Treasury Bond ETF worth $67.5K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Parkside Financial Bank & Trust position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #918 holding.
Parkside Financial Bank & Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and has held it in 10 quarters since.
Parkside Financial Bank & Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $80K in Q2 2017.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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