First National Bank of South Miami’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-6,677
| Closed | -$174K | – | 300 |
|
2022
Q2 | $174K | Buy |
6,677
+3,381
| +103% | +$88.1K | 0.12% | 137 |
|
2022
Q1 | $86K | Buy |
3,296
+1,100
| +50% | +$28.7K | 0.05% | 187 |
|
2021
Q4 | $59K | Hold |
2,196
| – | – | 0.04% | 209 |
|
2021
Q3 | $59K | Hold |
2,196
| – | – | 0.04% | 204 |
|
2021
Q2 | $59K | Hold |
2,196
| – | – | 0.04% | 202 |
|
2021
Q1 | $59K | Hold |
2,196
| – | – | 0.05% | 180 |
|
2020
Q4 | $59K | Buy |
+2,196
| New | +$59K | 0.05% | 175 |
|