First National Bank of South Miami’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,300	Closed	-$29K	–	271
2022 Q3	$29K	Hold	1,300	–	–	0.02%	212
2022 Q2	$31K	Buy	+1,300	New	+$30.7K	0.02%	224

Other funds holding IBTG

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CIM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

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

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

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

First National Bank of South Miami's IBTG Position: Q4 2022 in Review

First National Bank of South Miami sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q4 2022, closing a stake of 1,300 shares — an estimated $29K sold.

First National Bank of South Miami first reported a position in IBTG in Q2 2022 and held it in 2 quarters. The position peaked at $31K in Q2 2022. 70 funds tracked by Wall St. Rank hold IBTG as of Q4 2022.

First National Bank of South Miami reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
First National Bank of South Miami sold 1,300 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2022, an estimated $29K.
First National Bank of South Miami first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2022 and held it in 2 quarters.
First National Bank of South Miami's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $31K in Q2 2022.
70 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2022.

Based on First National Bank of South Miami's 13F filing for Q4 2022, filed 12 Jan 2023.