First National Bank of South Miami’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,973	Closed	-$53K	–	278
2022 Q2	$53K	Sell	1,973 -1,396	-41%	-$36.9K	0.04%	194
2022 Q1	$90K	Buy	3,369 +925	+38%	+$25.2K	0.05%	183
2021 Q4	$68K	Hold	2,444	–	–	0.04%	203
2021 Q3	$68K	Hold	2,444	–	–	0.05%	188
2021 Q2	$68K	Buy	2,444 +325	+15%	+$9.11K	0.05%	190
2021 Q1	$59K	Hold	2,119	–	–	0.05%	179
2020 Q4	$60K	Buy	+2,119	New	+$59.6K	0.05%	174

Other funds holding IBMN

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

First National Bank of South Miami sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2022, closing a stake of 1,973 shares — an estimated $53K sold.

First National Bank of South Miami first reported a position in IBMN in Q4 2020 and held it in 7 quarters. The position peaked at $90K in Q1 2022. 107 funds tracked by Wall St. Rank hold IBMN as of Q3 2022.

First National Bank of South Miami reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
First National Bank of South Miami sold 1,973 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2022, an estimated $53K.
First National Bank of South Miami first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2020 and held it in 7 quarters.
First National Bank of South Miami's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $90K in Q1 2022.
107 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 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.