First National Bank of South Miami’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,117	Closed	-$128K	–	280
2022 Q2	$128K	Buy	5,117 +2,705	+112%	+$67.4K	0.09%	162
2022 Q1	$61K	Buy	2,412 +770	+47%	+$20.3K	0.04%	209
2021 Q4	$45K	Hold	1,642	–	–	0.03%	226
2021 Q3	$45K	Hold	1,642	–	–	0.03%	220
2021 Q2	$45K	Hold	1,642	–	–	0.03%	216
2021 Q1	$45K	Hold	1,642	–	–	0.03%	200
2020 Q4	$45K	Buy	+1,642	New	+$44.9K	0.04%	191

Other funds holding IBMQ

WSTAM

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

CIM

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

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

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

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

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

First National Bank of South Miami sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2022, closing a stake of 5,117 shares — an estimated $128K sold.

First National Bank of South Miami first reported a position in IBMQ in Q4 2020 and held it in 7 quarters. The position peaked at $128K in Q2 2022. 45 funds tracked by Wall St. Rank hold IBMQ as of Q3 2022.

First National Bank of South Miami reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
First National Bank of South Miami sold 5,117 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2022, an estimated $128K.
First National Bank of South Miami first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2020 and held it in 7 quarters.
First National Bank of South Miami's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $128K in Q2 2022.
45 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 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.