First National Bank of South Miami’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,942	Closed	-$124K	–	279
2022 Q2	$124K	Buy	4,942 +2,514	+104%	+$62.9K	0.08%	165
2022 Q1	$62K	Buy	2,428 +775	+47%	+$20.3K	0.04%	208
2021 Q4	$45K	Hold	1,653	–	–	0.03%	225
2021 Q3	$45K	Hold	1,653	–	–	0.03%	219
2021 Q2	$45K	Hold	1,653	–	–	0.03%	215
2021 Q1	$45K	Hold	1,653	–	–	0.03%	199
2020 Q4	$45K	Buy	+1,653	New	+$44.8K	0.04%	190

Other funds holding IBMP

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

WSTAM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

CIM

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

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

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

First National Bank of South Miami sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2022, closing a stake of 4,942 shares — an estimated $124K sold.

First National Bank of South Miami first reported a position in IBMP in Q4 2020 and held it in 7 quarters. The position peaked at $124K in Q2 2022. 65 funds tracked by Wall St. Rank hold IBMP as of Q3 2022.

First National Bank of South Miami reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
First National Bank of South Miami sold 4,942 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2022, an estimated $124K.
First National Bank of South Miami first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2020 and held it in 7 quarters.
First National Bank of South Miami's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $124K in Q2 2022.
65 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 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.