First National Bank of South Miami’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	+$19.7K	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%	+$13K	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%	-$47.5K	0.01%	214
2020 Q2	$59K	Buy	2,196 +789	+56%	+$20.4K	0.06%	153
2020 Q1	$35K	Buy	+1,407	New	+$35.8K	0.04%	168

Other funds holding IBDR

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

First National Bank of South Miami sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2023, closing a stake of 850 shares — an estimated $20.2K sold.

First National Bank of South Miami first reported a position in IBDR in Q1 2020 and held it in 11 quarters. The position peaked at $59K in Q2 2020. 210 funds tracked by Wall St. Rank hold IBDR as of Q2 2023.

First National Bank of South Miami reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
First National Bank of South Miami sold 850 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2023, an estimated $20.2K.
First National Bank of South Miami first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2020 and held it in 11 quarters.
First National Bank of South Miami's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $59K in Q2 2020.
210 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 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.