First National Bank of South Miami’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,318	Closed	-$80K	–	302
2020 Q3	$80K	Sell	1,318 -1,165	-47%	-$71.1K	0.08%	148
2020 Q2	$150K	Hold	2,483	–	–	0.16%	116
2020 Q1	$136K	Buy	2,483 +28	+1%	+$1.62K	0.17%	114
2019 Q4	$142K	Hold	2,455	–	–	0.14%	121
2019 Q3	$143K	Hold	2,455	–	–	0.14%	127
2019 Q2	$140K	Hold	2,455	–	–	0.13%	130
2019 Q1	$135K	Hold	2,455	–	–	0.13%	127
2018 Q4	$132K	Buy	+2,455	New	+$128K	0.13%	130

Other funds holding IGIB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

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

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

First National Bank of South Miami's IGIB Position: Q4 2020 in Review

First National Bank of South Miami sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2020, closing a stake of 1,318 shares — an estimated $80K sold.

First National Bank of South Miami first reported a position in IGIB in Q4 2018 and held it in 8 quarters. The position peaked at $150K in Q2 2020. 543 funds tracked by Wall St. Rank hold IGIB as of Q4 2020.

First National Bank of South Miami reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
First National Bank of South Miami sold 1,318 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $80K.
First National Bank of South Miami first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
First National Bank of South Miami's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $150K in Q2 2020.
543 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2020.

Based on First National Bank of South Miami's 13F filing for Q4 2020, filed 16 Feb 2021.