First National Bank of South Miami’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,125	Closed	-$24.9K	–	255
2023 Q1	$24.9K	Hold	1,125	–	–	0.02%	218
2022 Q4	$24K	Hold	1,125	–	–	0.02%	222
2022 Q3	$24K	Hold	1,125	–	–	0.02%	220
2022 Q2	$26K	Buy	+1,125	New	+$25.6K	0.02%	231

Other funds holding IBTJ

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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

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

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

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

First National Bank of South Miami sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2023, closing a stake of 1,125 shares — an estimated $24.9K sold.

First National Bank of South Miami first reported a position in IBTJ in Q2 2022 and held it in 4 quarters. The position peaked at $26K in Q2 2022. 37 funds tracked by Wall St. Rank hold IBTJ as of Q2 2023.

First National Bank of South Miami reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
First National Bank of South Miami sold 1,125 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2023, an estimated $24.9K.
First National Bank of South Miami first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2022 and held it in 4 quarters.
First National Bank of South Miami's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $26K in Q2 2022.
37 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 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.