Parkside Financial Bank & Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-128	Closed	-$15K	–	2059
2023 Q4	$15K	Buy	+128	New	+$14.6K	﹤0.01%	1055
2017 Q3	–	Sell	-562	Closed	-$69K	–	1442
2017 Q2	$69K	Hold	562	–	–	0.03%	264
2017 Q1	$69K	Buy	+562	New	+$68.9K	0.03%	269
2016 Q3	–	Sell	-294	Closed	-$37K	–	1081
2016 Q2	$37K	Sell	294 -80	-21%	-$10.1K	0.02%	400
2016 Q1	$47K	Buy	374 +289	+340%	+$36.1K	0.02%	337
2015 Q4	$10K	Sell	85 -119	-58%	-$14.7K	0.01%	655
2015 Q3	$26K	Buy	+204	New	+$25.2K	0.01%	430

Other funds holding IEI

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Parkside Financial Bank & Trust's IEI Position: Q1 2024 in Review

Parkside Financial Bank & Trust sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 128 shares — an estimated $15K sold.

Parkside Financial Bank & Trust first reported a position in IEI in Q3 2015 and held it in 7 quarters. The position peaked at $69K in Q2 2017. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

Parkside Financial Bank & Trust reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Parkside Financial Bank & Trust sold 128 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $15K.
Parkside Financial Bank & Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2015 and held it in 7 quarters.
Parkside Financial Bank & Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $69K in Q2 2017.
669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2024, filed 1 May 2024.