First National Bank of South Miami’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-85	Closed	-$2.01K	–	268
2023 Q1	$2.01K	Hold	85	–	–	﹤0.01%	260
2022 Q4	$2K	Buy	+85	New	+$1.99K	﹤0.01%	266

Other funds holding IBHC

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

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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

First National Bank of South Miami sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q2 2023, closing a stake of 85 shares — an estimated $2.01K sold.

First National Bank of South Miami first reported a position in IBHC in Q4 2022 and held it in 2 quarters. The position peaked at $2.01K in Q1 2023. 72 funds tracked by Wall St. Rank hold IBHC as of Q2 2023.

First National Bank of South Miami reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q2 2023 after selling out during the quarter.
First National Bank of South Miami sold 85 iShares iBonds 2023 Term High Yield and Income ETF shares in Q2 2023, an estimated $2.01K.
First National Bank of South Miami first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2022 and held it in 2 quarters.
First National Bank of South Miami's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $2.01K in Q1 2023.
72 funds tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q2 2023.

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