First National Bank of South Miami’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-37,594	Closed	-$930K	–	382
2021 Q3	$930K	Hold	37,594	–	–	0.62%	43
2021 Q2	$932K	Buy	37,594 +13,300	+55%	+$330K	0.64%	43
2021 Q1	$604K	Sell	24,294 -2,809	-10%	-$69.9K	0.46%	58
2020 Q4	$675K	Buy	27,103 +13,449	+98%	+$336K	0.58%	48
2020 Q3	$342K	Buy	13,654 +2,096	+18%	+$52.6K	0.33%	75
2020 Q2	$291K	Buy	11,558 +8,828	+323%	+$221K	0.31%	79
2020 Q1	$67K	Buy	+2,730	New	+$67.7K	0.08%	141

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

First National Bank of South Miami's IBDM Position: Q4 2021 in Review

First National Bank of South Miami sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 37,594 shares — an estimated $930K sold.

First National Bank of South Miami first reported a position in IBDM in Q1 2020 and held it in 7 quarters. The position peaked at $932K in Q2 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

First National Bank of South Miami reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
First National Bank of South Miami sold 37,594 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $930K.
First National Bank of South Miami first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2020 and held it in 7 quarters.
First National Bank of South Miami's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $932K in Q2 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on First National Bank of South Miami's 13F filing for Q4 2021, filed 18 Jan 2022.