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Parkside Financial Bank & Trust’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Parkside Financial Bank & Trust’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85.8K Hold
993
– – 0.01% 807
2026
Q1 		$86.1K Hold
993
– – 0.01% 750
2025
Q4 		$86.5K Hold
993
– – 0.01% 747
2025
Q3 		$88.7K Sell
993
-594
-37% -$52K 0.01% 711
2025
Q2 		$140K Buy
1,587
+640
+68% +$55.8K 0.02% 533
2025
Q1 		$86.2K Buy
947
+58
+7% +$5.16K 0.01% 634
2024
Q4 		$77.6K Sell
889
-163
-15% -$15K 0.01% 666
2024
Q3 		$103K Buy
1,052
+263
+33% +$25.4K 0.01% 541
2024
Q2 		$72.4K Hold
789
– – 0.01% 620
2024
Q1 		$74.7K Buy
789
+489
+163% +$46.3K 0.01% 609
2023
Q4 		$29.7K Sell
300
-1,214
-80% -$110K 0.01% 857
2023
Q3 		$134K Buy
1,514
+73
+5% +$7.02K 0.03% 337
2023
Q2 		$148K Buy
1,441
+326
+29% +$33.8K 0.04% 312
2023
Q1 		$119K Buy
+1,115
New +$117K 0.03% 343
2021
Q2 		– Sell
-4
Closed -$1K – 1804
2021
Q1 		$1K Buy
+4
New +$580 ﹤0.01% 1645
2016
Q4 		– Sell
-97
Closed -$13K – 1477
2016
Q3 		$13K Buy
+97
New +$13.5K 0.01% 662

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Parkside Financial Bank & Trust held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 993 shares worth $85.8K. The position accounts for 0.01% of the portfolio, ranked #807.

Parkside Financial Bank & Trust first reported a position in TLT in Q3 2016 and has held it in 16 quarters since. The position peaked at $148K in Q2 2023. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Parkside Financial Bank & Trust held 993 shares of iShares 20+ Year Treasury Bond ETF worth $85.8K as of Q2 2026.
  • Parkside Financial Bank & Trust left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #807 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2016 and has held it in 16 quarters since.
  • Parkside Financial Bank & Trust's iShares 20+ Year Treasury Bond ETF position peaked at $148K in Q2 2023.
  • 1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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