First National Bank of South Miami’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-475	Closed	-$9.8K	–	253
2023 Q1	$9.8K	Hold	475	–	–	0.01%	239
2022 Q4	$9K	Hold	475	–	–	0.01%	246
2022 Q3	$9K	Hold	475	–	–	0.01%	246
2022 Q2	$10K	Buy	+475	New	+$10.1K	0.01%	256
2022 Q1	–	Sell	-475	Closed	-$12K	–	351
2021 Q4	$12K	Buy	+475	New	+$11.8K	0.01%	290

Other funds holding IBDW

RJFSA

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

ACA

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SIC

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

MLA

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

First National Bank of South Miami's IBDW Position: Q2 2023 in Review

First National Bank of South Miami sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2023, closing a stake of 475 shares — an estimated $9.8K sold.

First National Bank of South Miami first reported a position in IBDW in Q4 2021 and held it in 5 quarters. The position peaked at $12K in Q4 2021. 62 funds tracked by Wall St. Rank hold IBDW as of Q2 2023.

First National Bank of South Miami reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
First National Bank of South Miami sold 475 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2023, an estimated $9.8K.
First National Bank of South Miami first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2021 and held it in 5 quarters.
First National Bank of South Miami's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $12K in Q4 2021.
62 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.