First National Bank of South Miami’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$8.15K	0.01%	244
2022 Q1	$25K	Hold	1,006	–	–	0.02%	247
2021 Q4	$26K	Buy	1,006 +395	+65%	+$10.4K	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%	-$38.4K	0.02%	207
2020 Q2	$54K	Buy	2,024 +595	+42%	+$15.3K	0.06%	157
2020 Q1	$34K	Buy	+1,429	New	+$36.4K	0.04%	169

Other funds holding IBDU

ACA

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

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

CIA

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

RJFSA

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

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

SIC

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

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

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

First National Bank of South Miami sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2022, closing a stake of 656 shares — an estimated $14K sold.

First National Bank of South Miami first reported a position in IBDU in Q1 2020 and held it in 11 quarters. The position peaked at $54K in Q2 2020. 70 funds tracked by Wall St. Rank hold IBDU as of Q4 2022.

First National Bank of South Miami reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
First National Bank of South Miami sold 656 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2022, an estimated $14K.
First National Bank of South Miami first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2020 and held it in 11 quarters.
First National Bank of South Miami's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $54K in Q2 2020.
70 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 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.