First National Bank of South Miami’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,585	Closed	-$41K	–	297
2022 Q2	$41K	Buy	+1,585	New	+$41.1K	0.03%	209
2021 Q3	–	Sell	-2,208	Closed	-$58K	–	343
2021 Q2	$58K	Hold	2,208	–	–	0.04%	205
2021 Q1	$58K	Hold	2,208	–	–	0.04%	185
2020 Q4	$58K	Buy	+2,208	New	+$58.3K	0.05%	179

Other funds holding IBMK

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

RJFSA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

First National Bank of South Miami's IBMK Position: Q3 2022 in Review

First National Bank of South Miami sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2022, closing a stake of 1,585 shares — an estimated $41K sold.

First National Bank of South Miami first reported a position in IBMK in Q4 2020 and held it in 4 quarters. The position peaked at $58K in Q2 2021. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2022.

First National Bank of South Miami reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
First National Bank of South Miami sold 1,585 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2022, an estimated $41K.
First National Bank of South Miami first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2020 and held it in 4 quarters.
First National Bank of South Miami's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $58K in Q2 2021.
132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2022.

Based on First National Bank of South Miami's 13F filing for Q3 2022, filed 31 Oct 2022.