FinTrust Capital Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10,480	Closed	-$271K	–	1306
2022 Q2	$271K	Buy	+10,480	New	+$272K	0.07%	230
2021 Q1	–	Sell	-6,175	Closed	-$163K	–	1188
2020 Q4	$163K	Hold	6,175	–	–	0.05%	280
2020 Q3	$164	Sell	6,175 -270	-4%	-$7.15K	0.03%	276
2020 Q2	$170K	Hold	6,445	–	–	0.07%	233
2020 Q1	$168K	Hold	6,445	–	–	0.08%	202
2019 Q4	$169K	Hold	6,445	–	–	0.07%	236
2019 Q3	$168K	Hold	6,445	–	–	0.06%	250
2019 Q2	$168K	Hold	6,445	–	–	0.07%	220
2019 Q1	$167K	Hold	6,445	–	–	0.07%	211
2018 Q4	$165K	Buy	+6,445	New	+$164K	0.08%	198

Other funds holding IBMK

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LIM

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

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

RJFSA

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

FinTrust Capital Advisors's IBMK Position: Q3 2022 in Review

FinTrust Capital Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2022, closing a stake of 10,480 shares — an estimated $271K sold.

FinTrust Capital Advisors first reported a position in IBMK in Q4 2018 and held it in 10 quarters. The position peaked at $271K in Q2 2022. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2022.

FinTrust Capital Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 10,480 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2022, an estimated $271K.
FinTrust Capital Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2018 and held it in 10 quarters.
FinTrust Capital Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $271K in Q2 2022.
132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2022.

Based on FinTrust Capital Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.