First National Bank of South Miami’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-652	Closed	-$15K	–	269
2022 Q3	$15K	Hold	652	–	–	0.01%	233
2022 Q2	$16K	Hold	652	–	–	0.01%	243
2022 Q1	$16K	Hold	652	–	–	0.01%	265
2021 Q4	$17K	Sell	652 -170	-21%	-$4.53K	0.01%	275
2021 Q3	$22K	Hold	822	–	–	0.01%	253
2021 Q2	$22K	Buy	822 +480	+140%	+$12.9K	0.02%	242
2021 Q1	$9K	Hold	342	–	–	0.01%	265
2020 Q4	$9K	Hold	342	–	–	0.01%	245
2020 Q3	$9K	Sell	342 -1,749	-84%	-$47.6K	0.01%	227
2020 Q2	$56K	Buy	2,091 +790	+61%	+$20.6K	0.06%	155
2020 Q1	$32K	Buy	+1,301	New	+$33.6K	0.04%	175

Other funds holding IBDS

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

CAI

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

RJFSA

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

First National Bank of South Miami's IBDS Position: Q4 2022 in Review

First National Bank of South Miami sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2022, closing a stake of 652 shares — an estimated $15K sold.

First National Bank of South Miami first reported a position in IBDS in Q1 2020 and held it in 11 quarters. The position peaked at $56K in Q2 2020. 147 funds tracked by Wall St. Rank hold IBDS as of Q4 2022.

First National Bank of South Miami reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
First National Bank of South Miami sold 652 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2022, an estimated $15K.
First National Bank of South Miami first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2020 and held it in 11 quarters.
First National Bank of South Miami's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $56K in Q2 2020.
147 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2022.

Based on First National Bank of South Miami's 13F filing for Q4 2022, filed 12 Jan 2023.