First National Corp’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

First National Corp’s Portfolio IBMK Stock Details IBMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-28,396	Closed	-$736K	–	170
2022 Q1	$736K	Hold	28,396	–	–	0.16%	89
2021 Q4	$740K	Hold	28,396	–	–	0.17%	86
2021 Q3	$743K	Hold	28,396	–	–	0.17%	80
2021 Q2	$750K	Hold	28,396	–	–	0.26%	64
2021 Q1	$748K	Hold	28,396	–	–	0.19%	76
2020 Q4	$749K	Hold	28,396	–	–	0.2%	73
2020 Q3	$1.27M	Hold	28,396	–	–	0.4%	52
2020 Q2	$750K	Buy	28,396 +3,979	+16%	+$104K	0.26%	64
2020 Q1	$1.13M	Hold	24,417	–	–	0.73%	32
2019 Q4	$639K	Hold	24,417	–	–	0.24%	74
2019 Q3	$638K	Hold	24,417	–	–	0.26%	69
2019 Q2	$638K	Sell	24,417 -1,175	-5%	-$30.5K	0.26%	71
2019 Q1	$664K	Hold	25,592	–	–	0.28%	66
2018 Q4	$656K	Buy	+25,592	New	+$650K	0.3%	66

Other funds holding IBMK

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

First National Corp's IBMK Position: Q2 2022 in Review

First National Corp sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q2 2022, closing a stake of 28,396 shares — an estimated $736K sold.

First National Corp first reported a position in IBMK in Q4 2018 and held it in 14 quarters. The position peaked at $1.27M in Q3 2020. 143 funds tracked by Wall St. Rank hold IBMK as of Q2 2022.

First National Corp reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
First National Corp sold 28,396 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q2 2022, an estimated $736K.
First National Corp first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2018 and held it in 14 quarters.
First National Corp's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.27M in Q3 2020.
143 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2022.

Based on First National Corp's 13F filing for Q2 2022, filed 18 Jul 2022.