First National Bank of South Miami’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$134K	Buy	+1,334	New	+$134K	0.11%	148
2022 Q2	–	Sell	-882	Closed	-$88K	–	342
2022 Q1	$88K	Sell	882 -650	-42%	-$65K	0.05%	184
2021 Q4	$153K	Sell	1,532 -676	-31%	-$67.6K	0.09%	152
2021 Q3	$221K	Sell	2,208 -252	-10%	-$25.2K	0.15%	117
2021 Q2	$246K	Buy	+2,460	New	+$246K	0.17%	111

Other funds holding SGOV

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

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

First National Bank of South Miami opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2023: 1,334 shares worth $134K. The stake represents 0.11% of the portfolio and ranks #148 among its holdings. This is a return to the name: First National Bank of South Miami previously reported a position in SGOV as recently as Q1 2022.

First National Bank of South Miami first reported a position in SGOV in Q2 2021 and has held it in 5 quarters since. The position peaked at $246K in Q2 2021. 405 funds tracked by Wall St. Rank hold SGOV as of Q2 2023.

First National Bank of South Miami held 1,334 shares of iShares 0-3 Month Treasury Bond ETF worth $134K as of Q2 2023.
iShares 0-3 Month Treasury Bond ETF was a new First National Bank of South Miami position in Q2 2023.
iShares 0-3 Month Treasury Bond ETF made up 0.11% of First National Bank of South Miami's portfolio in Q2 2023, its #148 holding.
First National Bank of South Miami first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2021 and has held it in 5 quarters since.
First National Bank of South Miami's iShares 0-3 Month Treasury Bond ETF position peaked at $246K in Q2 2021.
405 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.