FNBOSM
IBMM

First National Bank of South Miami’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

First National Bank of South Miami’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6,677
Closed -$174K – 300
2022
Q2 		$174K Buy
6,677
+3,381
+103% +$87.4K 0.12% 137
2022
Q1 		$86K Buy
3,296
+1,100
+50% +$29K 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 +$59.4K 0.05% 175

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

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

First National Bank of South Miami sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2022, closing a stake of 6,677 shares — an estimated $174K sold.

First National Bank of South Miami first reported a position in IBMM in Q4 2020 and held it in 7 quarters. The position peaked at $174K in Q2 2022. 133 funds tracked by Wall St. Rank hold IBMM as of Q3 2022.

  • First National Bank of South Miami reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • First National Bank of South Miami sold 6,677 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2022, an estimated $174K.
  • First National Bank of South Miami first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2020 and held it in 7 quarters.
  • First National Bank of South Miami's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $174K in Q2 2022.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 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.