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