First National Bank of South Miami’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,300	Closed	-$29.5K	–	254
2023 Q1	$29.5K	Hold	1,300	–	–	0.02%	210
2022 Q4	$29K	Buy	+1,300	New	+$28.9K	0.02%	211

Other funds holding IBTH

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

CIM

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

RJFSA

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

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

SCA

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

RHP

Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return

First National Bank of South Miami's IBTH Position: Q2 2023 in Review

First National Bank of South Miami sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2023, closing a stake of 1,300 shares — an estimated $29.5K sold.

First National Bank of South Miami first reported a position in IBTH in Q4 2022 and held it in 2 quarters. The position peaked at $29.5K in Q1 2023. 76 funds tracked by Wall St. Rank hold IBTH as of Q2 2023.

First National Bank of South Miami reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
First National Bank of South Miami sold 1,300 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2023, an estimated $29.5K.
First National Bank of South Miami first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2022 and held it in 2 quarters.
First National Bank of South Miami's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $29.5K in Q1 2023.
76 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.