First National Bank of South Miami’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-517	Closed	-$12.4K	–	256
2023 Q1	$12.4K	Hold	517	–	–	0.01%	233
2022 Q4	$12K	Buy	+517	New	+$12K	0.01%	239

Other funds holding IBTM

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

CIM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

SHA

Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return

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

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

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

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

First National Bank of South Miami sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2023, closing a stake of 517 shares — an estimated $12.4K sold.

First National Bank of South Miami first reported a position in IBTM in Q4 2022 and held it in 2 quarters. The position peaked at $12.4K in Q1 2023. 26 funds tracked by Wall St. Rank hold IBTM as of Q2 2023.

First National Bank of South Miami reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
First National Bank of South Miami sold 517 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2023, an estimated $12.4K.
First National Bank of South Miami first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2022 and held it in 2 quarters.
First National Bank of South Miami's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $12.4K in Q1 2023.
26 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 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.