FinTrust Capital Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-6,472	Closed	-$165K	–	1200
2020 Q1	$165K	Hold	6,472	–	–	0.08%	204
2019 Q4	$167K	Hold	6,472	–	–	0.07%	238
2019 Q3	$167K	Hold	6,472	–	–	0.06%	252
2019 Q2	$167K	Hold	6,472	–	–	0.07%	221
2019 Q1	$166K	Hold	6,472	–	–	0.07%	214
2018 Q4	$165K	Buy	+6,472	New	+$164K	0.08%	199

Other funds holding IBMJ

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LIM

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

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

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

RJFSA

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

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

FinTrust Capital Advisors's IBMJ Position: Q2 2020 in Review

FinTrust Capital Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2020, closing a stake of 6,472 shares — an estimated $165K sold.

FinTrust Capital Advisors first reported a position in IBMJ in Q4 2018 and held it in 6 quarters. The position peaked at $167K in Q4 2019. 116 funds tracked by Wall St. Rank hold IBMJ as of Q2 2020.

FinTrust Capital Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 6,472 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2020, an estimated $165K.
FinTrust Capital Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2018 and held it in 6 quarters.
FinTrust Capital Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $167K in Q4 2019.
116 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2020.

Based on FinTrust Capital Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.