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Parkside Financial Bank & Trust’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Parkside Financial Bank & Trust’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-34
Closed -$4K – 1906
2021
Q3 		$4K Buy
+34
New +$3.76K ﹤0.01% 1359
2019
Q2 		– Sell
-94
Closed -$10K – 1651
2019
Q1 		$10K Buy
+94
New +$10.4K ﹤0.01% 792

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BlackRock
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Parkside Financial Bank & Trust's SHV Position: Q4 2021 in Review

Parkside Financial Bank & Trust sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2021, closing a stake of 34 shares — an estimated $4K sold.

Parkside Financial Bank & Trust first reported a position in SHV in Q1 2019 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 463 funds tracked by Wall St. Rank hold SHV as of Q4 2021.

  • Parkside Financial Bank & Trust reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 34 iShares 0-1 Year Treasury Bond ETF shares in Q4 2021, an estimated $4K.
  • Parkside Financial Bank & Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $10K in Q1 2019.
  • 463 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2021.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2021, filed 14 Feb 2022.