FinTrust Capital Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-6,582	Closed	-$172K	–	1222
2021 Q1	$172K	Hold	6,582	–	–	0.05%	294
2020 Q4	$172K	Hold	6,582	–	–	0.05%	273
2020 Q3	$173	Hold	6,582	–	–	0.03%	260
2020 Q2	$173K	Hold	6,582	–	–	0.07%	231
2020 Q1	$169K	Hold	6,582	–	–	0.08%	201
2019 Q4	$170K	Hold	6,582	–	–	0.07%	235
2019 Q3	$170K	Hold	6,582	–	–	0.06%	247
2019 Q2	$169K	Hold	6,582	–	–	0.07%	219
2019 Q1	$168K	Hold	6,582	–	–	0.07%	209
2018 Q4	$165K	Buy	+6,582	New	+$163K	0.08%	197

Other funds holding IBML

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

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

LIM

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

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

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

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FinTrust Capital Advisors's IBML Position: Q2 2021 in Review

FinTrust Capital Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2021, closing a stake of 6,582 shares — an estimated $172K sold.

FinTrust Capital Advisors first reported a position in IBML in Q4 2018 and held it in 10 quarters. The position peaked at $173K in Q2 2020. 123 funds tracked by Wall St. Rank hold IBML as of Q2 2021.

FinTrust Capital Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
FinTrust Capital Advisors sold 6,582 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2021, an estimated $172K.
FinTrust Capital Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2018 and held it in 10 quarters.
FinTrust Capital Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $173K in Q2 2020.
123 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2021.

Based on FinTrust Capital Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.