First National Bank of South Miami’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-656
| Closed | -$14K | – | 270 |
|
|
2022
Q3 | $14K | Hold |
656
| – | – | 0.01% | 237 |
|
|
2022
Q2 | $15K | Sell |
656
-350
| -35% | -$8K | 0.01% | 244 |
|
|
2022
Q1 | $25K | Hold |
1,006
| – | – | 0.02% | 247 |
|
|
2021
Q4 | $26K | Buy |
1,006
+395
| +65% | +$10.2K | 0.02% | 261 |
|
|
2021
Q3 | $16K | Hold |
611
| – | – | 0.01% | 261 |
|
|
2021
Q2 | $16K | Hold |
611
| – | – | 0.01% | 259 |
|
|
2021
Q1 | $16K | Hold |
611
| – | – | 0.01% | 242 |
|
|
2020
Q4 | $17K | Hold |
611
| – | – | 0.01% | 222 |
|
|
2020
Q3 | $17K | Sell |
611
-1,413
| -70% | -$39.3K | 0.02% | 207 |
|
|
2020
Q2 | $54K | Buy |
2,024
+595
| +42% | +$15.9K | 0.06% | 157 |
|
|
2020
Q1 | $34K | Buy |
+1,429
| New | +$34K | 0.04% | 169 |
|