FCA
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FinTrust Capital Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

FinTrust Capital Advisors’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,366
Closed -$162K – 1257
2022
Q1 		$162K Hold
6,366
– – 0.04% 321
2021
Q4 		$171K Hold
6,366
– – 0.04% 305
2021
Q3 		$171K Hold
6,366
– – 0.05% 300
2021
Q2 		$172K Hold
6,366
– – 0.05% 307
2021
Q1 		$171K Hold
6,366
– – 0.05% 297
2020
Q4 		$172K Hold
6,366
– – 0.06% 271
2020
Q3 		$171 Hold
6,366
– – 0.03% 264
2020
Q2 		$170K Hold
6,366
– – 0.07% 232
2020
Q1 		$164K Hold
6,366
– – 0.08% 208
2019
Q4 		$165K Hold
6,366
– – 0.07% 241
2019
Q3 		$165K Buy
+6,366
New +$165K 0.07% 255

Other funds holding IBMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACIM
Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.66B AUM 22.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SPF
Steven Patrick Farmer $6.42B AUM