FinTrust Capital Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-37,924	Closed	-$970K	–	1315
2022 Q3	$970K	Buy	+37,924	New	+$983K	0.25%	97
2022 Q1	–	Sell	-6,213	Closed	-$167K	–	1336
2021 Q4	$167K	Hold	6,213	–	–	0.04%	315
2021 Q3	$167K	Hold	6,213	–	–	0.04%	307
2021 Q2	$168K	Hold	6,213	–	–	0.04%	315
2021 Q1	$168K	Hold	6,213	–	–	0.05%	303
2020 Q4	$168K	Hold	6,213	–	–	0.05%	275
2020 Q3	$168	Hold	6,213	–	–	0.03%	269
2020 Q2	$168K	Hold	6,213	–	–	0.07%	236
2020 Q1	$163K	Hold	6,213	–	–	0.08%	212
2019 Q4	$164K	Hold	6,213	–	–	0.07%	243
2019 Q3	$163K	Buy	+6,213	New	+$164K	0.06%	260

Other funds holding IBMM

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

FinTrust Capital Advisors's IBMM Position: Q4 2022 in Review

FinTrust Capital Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2022, closing a stake of 37,924 shares — an estimated $970K sold.

FinTrust Capital Advisors first reported a position in IBMM in Q3 2019 and held it in 11 quarters. The position peaked at $970K in Q3 2022. 151 funds tracked by Wall St. Rank hold IBMM as of Q4 2022.

FinTrust Capital Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 37,924 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2022, an estimated $970K.
FinTrust Capital Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2019 and held it in 11 quarters.
FinTrust Capital Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $970K in Q3 2022.
151 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2022.

Based on FinTrust Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.