First National Corp’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-26,056	Closed	-$675K	–	173
2021 Q4	$675K	Hold	26,056	–	–	0.15%	90
2021 Q3	$677K	Hold	26,056	–	–	0.15%	86
2021 Q2	$684K	Hold	26,056	–	–	0.23%	71
2021 Q1	$682K	Hold	26,056	–	–	0.17%	84
2020 Q4	$682K	Hold	26,056	–	–	0.19%	78
2020 Q3	$863K	Hold	26,056	–	–	0.27%	61
2020 Q2	$684K	Buy	+26,056	New	+$677K	0.24%	71
2019 Q2	–	Sell	-2,810	Closed	-$72K	–	458
2019 Q1	$72K	Hold	2,810	–	–	0.03%	197
2018 Q4	$71K	Buy	+2,810	New	+$69.7K	0.03%	200

Other funds holding IBML

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

First National Corp's IBML Position: Q1 2022 in Review

First National Corp sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2022, closing a stake of 26,056 shares — an estimated $675K sold.

First National Corp first reported a position in IBML in Q4 2018 and held it in 9 quarters. The position peaked at $863K in Q3 2020. 126 funds tracked by Wall St. Rank hold IBML as of Q1 2022.

First National Corp reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
First National Corp sold 26,056 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2022, an estimated $675K.
First National Corp first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2018 and held it in 9 quarters.
First National Corp's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $863K in Q3 2020.
126 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2022.

Based on First National Corp's 13F filing for Q1 2022, filed 26 Apr 2022.