FinTrust Capital Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

FinTrust Capital Advisors’s Portfolio IBMI Stock Details IBMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,485	Closed	-$165K	–	1210
2019 Q4	$165K	Hold	6,485	–	–	0.07%	242
2019 Q3	$166K	Hold	6,485	–	–	0.06%	254
2019 Q2	$166K	Hold	6,485	–	–	0.07%	224
2019 Q1	$165K	Hold	6,485	–	–	0.07%	215
2018 Q4	$165K	Buy	+6,485	New	+$164K	0.08%	200

Other funds holding IBMI

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LIM

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

FinTrust Capital Advisors's IBMI Position: Q1 2020 in Review

FinTrust Capital Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q1 2020, closing a stake of 6,485 shares — an estimated $165K sold.

FinTrust Capital Advisors first reported a position in IBMI in Q4 2018 and held it in 5 quarters. The position peaked at $166K in Q3 2019. 117 funds tracked by Wall St. Rank hold IBMI as of Q1 2020.

FinTrust Capital Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 6,485 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q1 2020, an estimated $165K.
FinTrust Capital Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2018 and held it in 5 quarters.
FinTrust Capital Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $166K in Q3 2019.
117 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q1 2020.

Based on FinTrust Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.