First National Bank of South Miami’s iShares US Treasury Bond ETF GOVT Stock Holding History

First National Bank of South Miami’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-8,569	Closed	-$213K	–	314
2022 Q1	$213K	Hold	8,569	–	–	0.13%	132
2021 Q4	$229K	Sell	8,569 -6,619	-44%	-$175K	0.14%	122
2021 Q3	$403K	Sell	15,188 -2,465	-14%	-$66K	0.27%	83
2021 Q2	$470K	Sell	17,653 -23,457	-57%	-$619K	0.32%	73
2021 Q1	$1.08M	Buy	41,110 +2,905	+8%	+$77.6K	0.82%	26
2020 Q4	$1.04M	Buy	38,205 +4,423	+13%	+$122K	0.89%	26
2020 Q3	$944K	Buy	33,782 +3,101	+10%	+$86.9K	0.9%	29
2020 Q2	$859K	Buy	30,681 +6,701	+28%	+$187K	0.93%	29
2020 Q1	$672K	Sell	23,980 -1,226	-5%	-$32.9K	0.85%	34
2019 Q4	$654K	Buy	25,206 +3,168	+14%	+$82.7K	0.65%	49
2019 Q3	$586K	Hold	22,038	–	–	0.56%	52
2019 Q2	$568K	Sell	22,038 -652	-3%	-$16.5K	0.53%	56
2019 Q1	$572K	Sell	22,690 -346	-2%	-$8.6K	0.55%	58
2018 Q4	$573K	Buy	+23,036	New	+$560K	0.56%	55

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

First National Bank of South Miami's GOVT Position: Q2 2022 in Review

First National Bank of South Miami sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 8,569 shares — an estimated $213K sold.

First National Bank of South Miami first reported a position in GOVT in Q4 2018 and held it in 14 quarters. The position peaked at $1.08M in Q1 2021. 577 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

First National Bank of South Miami reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
First National Bank of South Miami sold 8,569 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $213K.
First National Bank of South Miami first reported a position in iShares US Treasury Bond ETF in Q4 2018 and held it in 14 quarters.
First National Bank of South Miami's iShares US Treasury Bond ETF position peaked at $1.08M in Q1 2021.
577 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on First National Bank of South Miami's 13F filing for Q2 2022, filed 13 Jul 2022.