First National Bank of South Miami’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-5,117
| Closed | -$128K | – | 280 |
|
2022
Q2 | $128K | Buy |
5,117
+2,705
| +112% | +$67.7K | 0.09% | 162 |
|
2022
Q1 | $61K | Buy |
2,412
+770
| +47% | +$19.5K | 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 | +$45K | 0.04% | 191 |
|