First National Bank of South Miami’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-90	Closed	-$2.08K	–	267
2023 Q1	$2.08K	Hold	90	–	–	﹤0.01%	259
2022 Q4	$2K	Buy	+90	New	+$2.04K	﹤0.01%	265

Other funds holding IBHD

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

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

RJFSA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

First National Bank of South Miami sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q2 2023, closing a stake of 90 shares — an estimated $2.08K sold.

First National Bank of South Miami first reported a position in IBHD in Q4 2022 and held it in 2 quarters. The position peaked at $2.08K in Q1 2023. 96 funds tracked by Wall St. Rank hold IBHD as of Q2 2023.

First National Bank of South Miami reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q2 2023 after selling out during the quarter.
First National Bank of South Miami sold 90 iShares iBonds 2024 Term High Yield and Income ETF shares in Q2 2023, an estimated $2.08K.
First National Bank of South Miami first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 2 quarters.
First National Bank of South Miami's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.08K in Q1 2023.
96 funds tracked by Wall St. Rank held iShares iBonds 2024 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.