Parkside Financial Bank & Trust’s iShares MBS ETF MBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-291	Closed	-$27.3K	–	2894
2025 Q1	$27.3K	Buy	+291	New	+$26.9K	﹤0.01%	1036
2024 Q1	–	Sell	-104	Closed	-$9.79K	–	2074
2023 Q4	$9.79K	Buy	+104	New	+$9.33K	﹤0.01%	1145
2023 Q1	–	Sell	-960	Closed	-$89K	–	2066
2022 Q4	$89K	Hold	960	–	–	0.03%	410
2022 Q3	$88K	Buy	+960	New	+$93.1K	0.03%	375
2021 Q2	–	Sell	-50	Closed	-$5K	–	1760
2021 Q1	$5K	Buy	+50	New	+$5.48K	﹤0.01%	1208
2020 Q2	–	Sell	-18	Closed	-$2K	–	1598
2020 Q1	$2K	Buy	+18	New	+$1.96K	﹤0.01%	1125
2017 Q2	–	Sell	-922	Closed	-$98K	–	1480
2017 Q1	$98K	Hold	922	–	–	0.04%	212
2016 Q4	$98K	Hold	922	–	–	0.04%	223
2016 Q3	$102K	Buy	922 +30	+3%	+$3.3K	0.05%	233
2016 Q2	$98K	Buy	892 +118	+15%	+$12.9K	0.05%	223
2016 Q1	$85K	Sell	774 -31	-4%	-$3.38K	0.04%	237
2015 Q4	$87K	Buy	805 +153	+23%	+$16.7K	0.04%	239
2015 Q3	$71K	Buy	+652	New	+$71.1K	0.04%	247

Other funds holding MBB

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Parkside Financial Bank & Trust's MBB Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 291 shares — an estimated $27.3K sold.

Parkside Financial Bank & Trust first reported a position in MBB in Q3 2015 and held it in 13 quarters. The position peaked at $102K in Q3 2016. 942 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

Parkside Financial Bank & Trust reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 291 iShares MBS ETF shares in Q2 2025, an estimated $27.3K.
Parkside Financial Bank & Trust first reported a position in iShares MBS ETF in Q3 2015 and held it in 13 quarters.
Parkside Financial Bank & Trust's iShares MBS ETF position peaked at $102K in Q3 2016.
942 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.