First National Bank of South Miami’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$332K	Hold	13,504	–	–	0.27%	77
2023 Q1	$332K	Hold	13,504	–	–	0.26%	82
2022 Q4	$330K	Sell	13,504 -418	-3%	-$10.2K	0.25%	90
2022 Q3	$339K	Hold	13,922	–	–	0.26%	89
2022 Q2	$345K	Sell	13,922 -450	-3%	-$11.2K	0.24%	94
2022 Q1	$361K	Hold	14,372	–	–	0.22%	97
2021 Q4	$373K	Hold	14,372	–	–	0.23%	93
2021 Q3	$378K	Hold	14,372	–	–	0.25%	88
2021 Q2	$379K	Hold	14,372	–	–	0.26%	88
2021 Q1	$379K	Hold	14,372	–	–	0.29%	84
2020 Q4	$382K	Buy	14,372 +11,744	+447%	+$311K	0.33%	75
2020 Q3	$69K	Sell	2,628 -2,879	-52%	-$76.2K	0.07%	161
2020 Q2	$145K	Buy	5,507 +3,086	+127%	+$79.5K	0.16%	117
2020 Q1	$60K	Buy	+2,421	New	+$61.6K	0.08%	145

Other funds holding IBDP

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

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

First National Bank of South Miami's IBDP Position: Q2 2023 in Review

First National Bank of South Miami held its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) position steady in Q2 2023 at 13,504 shares worth $332K. The position accounts for 0.27% of the portfolio, ranked #77.

First National Bank of South Miami first reported a position in IBDP in Q1 2020 and has held it in 14 quarters since. The position peaked at $382K in Q4 2020. 287 funds tracked by Wall St. Rank hold IBDP as of Q2 2023.

First National Bank of South Miami held 13,504 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $332K as of Q2 2023.
First National Bank of South Miami left its iShares iBonds Dec 2024 Term Corporate ETF share count unchanged in Q2 2023.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.27% of First National Bank of South Miami's portfolio in Q2 2023, its #77 holding.
First National Bank of South Miami first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2020 and has held it in 14 quarters since.
First National Bank of South Miami's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $382K in Q4 2020.
287 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.