First National Bank of South Miami’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-4,942
| Closed | -$124K | – | 279 |
|
2022
Q2 | $124K | Buy |
4,942
+2,514
| +104% | +$63.1K | 0.08% | 165 |
|
2022
Q1 | $62K | Buy |
2,428
+775
| +47% | +$19.8K | 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 | +$45K | 0.04% | 190 |
|