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FinTrust Capital Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

FinTrust Capital Advisors’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,410
Closed -$29.3K – 1290
2023
Q4 		$29.3K Sell
1,410
-3,000
-68% -$59.1K 0.01% 626
2023
Q3 		$85.5K Buy
+4,410
New +$87.8K 0.02% 371

Other funds holding IBDW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

FinTrust Capital Advisors's IBDW Position: Q1 2024 in Review

FinTrust Capital Advisors sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2024, closing a stake of 1,410 shares — an estimated $29.3K sold.

FinTrust Capital Advisors first reported a position in IBDW in Q3 2023 and held it in 2 quarters. The position peaked at $85.5K in Q3 2023. 128 funds tracked by Wall St. Rank hold IBDW as of Q1 2024.

  • FinTrust Capital Advisors reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • FinTrust Capital Advisors sold 1,410 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2024, an estimated $29.3K.
  • FinTrust Capital Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2023 and held it in 2 quarters.
  • FinTrust Capital Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $85.5K in Q3 2023.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2024.

Based on FinTrust Capital Advisors's 13F filing for Q1 2024, filed 2 May 2024.