First National Bank of South Miami’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,254	Closed	-$83K	–	320
2022 Q1	$83K	Buy	3,254 +975	+43%	+$25.5K	0.05%	192
2021 Q4	$61K	Hold	2,279	–	–	0.04%	208
2021 Q3	$61K	Hold	2,279	–	–	0.04%	199
2021 Q2	$61K	Buy	2,279 +435	+24%	+$11.7K	0.04%	197
2021 Q1	$49K	Hold	1,844	–	–	0.04%	192
2020 Q4	$50K	Buy	+1,844	New	+$49.7K	0.04%	187

Other funds holding IBMO

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

ACIM

Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.66B AUM 22.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WSTAM

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

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SPF

Steven Patrick Farmer $6.42B AUM

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

First National Bank of South Miami sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2022, closing a stake of 3,254 shares — an estimated $83K sold.

First National Bank of South Miami first reported a position in IBMO in Q4 2020 and held it in 6 quarters. The position peaked at $83K in Q1 2022. 85 funds tracked by Wall St. Rank hold IBMO as of Q2 2022.

First National Bank of South Miami reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
First National Bank of South Miami sold 3,254 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2022, an estimated $83K.
First National Bank of South Miami first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2020 and held it in 6 quarters.
First National Bank of South Miami's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $83K in Q1 2022.
85 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 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.