FNBOSM
IBMJ

First National Bank of South Miami’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

First National Bank of South Miami’s Portfolio IBMJ Stock Details IBMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-574
Closed -$15K – 340
2021
Q1 		$15K Hold
574
– – 0.01% 244
2020
Q4 		$15K Buy
+574
New +$14.8K 0.01% 230

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Bank of America
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SCA
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CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

First National Bank of South Miami's IBMJ Position: Q2 2021 in Review

First National Bank of South Miami sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2021, closing a stake of 574 shares — an estimated $15K sold.

First National Bank of South Miami first reported a position in IBMJ in Q4 2020 and held it in 2 quarters. The position peaked at $15K in Q1 2021. 128 funds tracked by Wall St. Rank hold IBMJ as of Q2 2021.

  • First National Bank of South Miami reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • First National Bank of South Miami sold 574 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2021, an estimated $15K.
  • First National Bank of South Miami first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2020 and held it in 2 quarters.
  • First National Bank of South Miami's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $15K in Q1 2021.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2021.

Based on First National Bank of South Miami's 13F filing for Q2 2021, filed 13 Jul 2021.