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FinTrust Capital Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

FinTrust Capital Advisors’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,630
Closed -$85.2K – 1299
2023
Q3 		$85.2K Buy
+3,630
New +$87.6K 0.02% 372

Other funds holding IBDX

SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FinTrust Capital Advisors's IBDX Position: Q4 2023 in Review

FinTrust Capital Advisors sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q4 2023, closing a stake of 3,630 shares — an estimated $85.2K sold.

FinTrust Capital Advisors first reported a position in IBDX in Q3 2023 and held it in 1 quarter. The position peaked at $85.2K in Q3 2023. 84 funds tracked by Wall St. Rank hold IBDX as of Q4 2023.

  • FinTrust Capital Advisors reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • FinTrust Capital Advisors sold 3,630 iShares iBonds Dec 2032 Term Corporate ETF shares in Q4 2023, an estimated $85.2K.
  • FinTrust Capital Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • FinTrust Capital Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $85.2K in Q3 2023.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q4 2023.

Based on FinTrust Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.