FinTrust Capital Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,062	Closed	-$162K	–	1256
2022 Q1	$162K	Hold	6,062	–	–	0.04%	320
2021 Q4	$169K	Hold	6,062	–	–	0.04%	309
2021 Q3	$169K	Hold	6,062	–	–	0.04%	303
2021 Q2	$170K	Hold	6,062	–	–	0.04%	311
2021 Q1	$169K	Hold	6,062	–	–	0.05%	301
2020 Q4	$171K	Hold	6,062	–	–	0.05%	274
2020 Q3	$170	Hold	6,062	–	–	0.03%	266
2020 Q2	$169K	Hold	6,062	–	–	0.07%	235
2020 Q1	$164K	Hold	6,062	–	–	0.08%	207
2019 Q4	$165K	Hold	6,062	–	–	0.07%	240
2019 Q3	$164K	Buy	+6,062	New	+$165K	0.06%	257

Other funds holding IBMN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

WSTAM

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FinTrust Capital Advisors's IBMN Position: Q2 2022 in Review

FinTrust Capital Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2022, closing a stake of 6,062 shares — an estimated $162K sold.

FinTrust Capital Advisors first reported a position in IBMN in Q3 2019 and held it in 11 quarters. The position peaked at $171K in Q4 2020. 101 funds tracked by Wall St. Rank hold IBMN as of Q2 2022.

FinTrust Capital Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 6,062 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2022, an estimated $162K.
FinTrust Capital Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2019 and held it in 11 quarters.
FinTrust Capital Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $171K in Q4 2020.
101 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2022.

Based on FinTrust Capital Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.