First National Bank of South Miami’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-650
| Closed | -$16.2K | – | 252 |
|
2023
Q1 | $16.2K | Hold |
650
| – | – | 0.01% | 226 |
|
2022
Q4 | $16K | Buy |
+650
| New | +$16K | 0.01% | 230 |
|
2022
Q2 | – | Sell |
-580
| Closed | -$15K | – | 318 |
|
2022
Q1 | $15K | Hold |
580
| – | – | 0.01% | 270 |
|
2021
Q4 | $16K | Sell |
580
-125
| -18% | -$3.45K | 0.01% | 282 |
|
2021
Q3 | $20K | Hold |
705
| – | – | 0.01% | 256 |
|
2021
Q2 | $20K | Buy |
705
+385
| +120% | +$10.9K | 0.01% | 247 |
|
2021
Q1 | $9K | Hold |
320
| – | – | 0.01% | 266 |
|
2020
Q4 | $9K | Hold |
320
| – | – | 0.01% | 246 |
|
2020
Q3 | $9K | Sell |
320
-1,522
| -83% | -$42.8K | 0.01% | 228 |
|
2020
Q2 | $53K | Buy |
1,842
+734
| +66% | +$21.1K | 0.06% | 158 |
|
2020
Q1 | $29K | Buy |
+1,108
| New | +$29K | 0.04% | 182 |
|