First National Bank of South Miami’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-100	Closed	-$13K	–	369
2021 Q3	$13K	Hold	100	–	–	0.01%	271
2021 Q2	$13K	Hold	100	–	–	0.01%	265
2021 Q1	$13K	Buy	+100	New	+$13.2K	0.01%	252
2019 Q4	–	Sell	-200	Closed	-$26K	–	289
2019 Q3	$26K	Hold	200	–	–	0.02%	207
2019 Q2	$25K	Hold	200	–	–	0.02%	213
2019 Q1	$25K	Hold	200	–	–	0.02%	214
2018 Q4	$24K	Buy	+200	New	+$23.9K	0.02%	218

Other funds holding IEI

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First National Bank of South Miami's IEI Position: Q4 2021 in Review

First National Bank of South Miami sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2021, closing a stake of 100 shares — an estimated $13K sold.

First National Bank of South Miami first reported a position in IEI in Q4 2018 and held it in 7 quarters. The position peaked at $26K in Q3 2019. 535 funds tracked by Wall St. Rank hold IEI as of Q4 2021.

First National Bank of South Miami reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
First National Bank of South Miami sold 100 iShares 3-7 Year Treasury Bond ETF shares in Q4 2021, an estimated $13K.
First National Bank of South Miami first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 7 quarters.
First National Bank of South Miami's iShares 3-7 Year Treasury Bond ETF position peaked at $26K in Q3 2019.
535 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2021.

Based on First National Bank of South Miami's 13F filing for Q4 2021, filed 18 Jan 2022.