First National Bank of South Miami’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-400	Closed	-$9K	–	319
2022 Q1	$9K	Hold	400	–	–	0.01%	289
2021 Q4	$10K	Hold	400	–	–	0.01%	301
2021 Q3	$10K	Hold	400	–	–	0.01%	280
2021 Q2	$10K	Buy	+400	New	+$10K	0.01%	276

Other funds holding IBDV

ACA

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SPF

Steven Patrick Farmer $6.42B AUM

CIA

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

SWMG

Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

First National Bank of South Miami's IBDV Position: Q2 2022 in Review

First National Bank of South Miami sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2022, closing a stake of 400 shares — an estimated $9K sold.

First National Bank of South Miami first reported a position in IBDV in Q2 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 40 funds tracked by Wall St. Rank hold IBDV as of Q2 2022.

First National Bank of South Miami reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
First National Bank of South Miami sold 400 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2022, an estimated $9K.
First National Bank of South Miami first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2021 and held it in 4 quarters.
First National Bank of South Miami's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $10K in Q4 2021.
40 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2022.

Based on First National Bank of South Miami's 13F filing for Q2 2022, filed 13 Jul 2022.