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First National Bank of South Miami’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

First National Bank of South Miami’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-620
Closed -$14K – 281
2022
Q2 		$14K Buy
+620
New +$13.6K 0.01% 247

Other funds holding IBTL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First National Bank of South Miami's IBTL Position: Q3 2022 in Review

First National Bank of South Miami sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q3 2022, closing a stake of 620 shares — an estimated $14K sold.

First National Bank of South Miami first reported a position in IBTL in Q2 2022 and held it in 1 quarter. The position peaked at $14K in Q2 2022. 11 funds tracked by Wall St. Rank hold IBTL as of Q3 2022.

  • First National Bank of South Miami reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • First National Bank of South Miami sold 620 iShares iBonds Dec 2031 Term Treasury ETF shares in Q3 2022, an estimated $14K.
  • First National Bank of South Miami first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2022 and held it in 1 quarter.
  • First National Bank of South Miami's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $14K in Q2 2022.
  • 11 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2022.

Based on First National Bank of South Miami's 13F filing for Q3 2022, filed 31 Oct 2022.