First National Bank of South Miami’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-850
| Closed | -$20.2K | – | 251 |
|
2023
Q1 | $20.2K | Hold |
850
| – | – | 0.02% | 221 |
|
2022
Q4 | $20K | Buy |
+850
| New | +$20K | 0.02% | 225 |
|
2022
Q2 | – | Sell |
-919
| Closed | -$23K | – | 317 |
|
2022
Q1 | $23K | Hold |
919
| – | – | 0.01% | 252 |
|
2021
Q4 | $24K | Hold |
919
| – | – | 0.01% | 265 |
|
2021
Q3 | $24K | Hold |
919
| – | – | 0.02% | 249 |
|
2021
Q2 | $24K | Buy |
919
+490
| +114% | +$12.8K | 0.02% | 240 |
|
2021
Q1 | $11K | Hold |
429
| – | – | 0.01% | 256 |
|
2020
Q4 | $12K | Hold |
429
| – | – | 0.01% | 240 |
|
2020
Q3 | $12K | Sell |
429
-1,767
| -80% | -$49.4K | 0.01% | 214 |
|
2020
Q2 | $59K | Buy |
2,196
+789
| +56% | +$21.2K | 0.06% | 153 |
|
2020
Q1 | $35K | Buy |
+1,407
| New | +$35K | 0.04% | 168 |
|