First National Bank of South Miami’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,287	Closed	-$84K	–	356
2022 Q1	$84K	Buy	3,287 +1,060	+48%	+$27.2K	0.05%	190
2021 Q4	$58K	Hold	2,227	–	–	0.04%	213
2021 Q3	$58K	Hold	2,227	–	–	0.04%	207
2021 Q2	$58K	Hold	2,227	–	–	0.04%	204
2021 Q1	$58K	Hold	2,227	–	–	0.04%	184
2020 Q4	$58K	Buy	+2,227	New	+$58.3K	0.05%	178

Other funds holding IBML

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

LIM

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

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

First National Bank of South Miami's IBML Position: Q2 2022 in Review

First National Bank of South Miami sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2022, closing a stake of 3,287 shares — an estimated $84K sold.

First National Bank of South Miami first reported a position in IBML in Q4 2020 and held it in 6 quarters. The position peaked at $84K in Q1 2022. 140 funds tracked by Wall St. Rank hold IBML as of Q2 2022.

First National Bank of South Miami reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
First National Bank of South Miami sold 3,287 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2022, an estimated $84K.
First National Bank of South Miami first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2020 and held it in 6 quarters.
First National Bank of South Miami's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $84K in Q1 2022.
140 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2022.

Based on First National Bank of South Miami's 13F filing for Q2 2022, filed 13 Jul 2022.