First National Bank of South Miami’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $218K | Sell |
8,953
-755
| -8% | -$18.4K | 0.18% | 107 |
|
|
2023
Q1 | $238K | Hold |
9,708
| – | – | 0.19% | 107 |
|
|
2022
Q4 | $236K | Buy |
9,708
+100
| +1% | +$2.43K | 0.18% | 109 |
|
|
2022
Q3 | $232K | Hold |
9,608
| – | – | 0.18% | 105 |
|
|
2022
Q2 | $237K | Sell |
9,608
-543
| -5% | -$13.4K | 0.16% | 117 |
|
|
2022
Q1 | $256K | Hold |
10,151
| – | – | 0.15% | 113 |
|
|
2021
Q4 | $268K | Hold |
10,151
| – | – | 0.16% | 111 |
|
|
2021
Q3 | $273K | Hold |
10,151
| – | – | 0.18% | 106 |
|
|
2021
Q2 | $274K | Buy |
10,151
+405
| +4% | +$10.9K | 0.19% | 104 |
|
|
2021
Q1 | $261K | Hold |
9,746
| – | – | 0.2% | 99 |
|
|
2020
Q4 | $267K | Buy |
9,746
+8,953
| +1,129% | +$245K | 0.23% | 89 |
|
|
2020
Q3 | $22K | Sell |
793
-2,821
| -78% | -$78.3K | 0.02% | 199 |
|
|
2020
Q2 | $98K | Buy |
3,614
+1,475
| +69% | +$40K | 0.11% | 141 |
|
|
2020
Q1 | $53K | Buy |
+2,139
| New | +$53K | 0.07% | 152 |
|