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	–	–	0.05%	271
2020 Q3	$171K	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	0.06%	255

Other funds holding IBMO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.96B AUM 32.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SPF

Steven Patrick Farmer $6.42B AUM

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

FinTrust Capital Advisors sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2022, closing a stake of 6,366 shares — an estimated $162K sold.

FinTrust Capital Advisors first reported a position in IBMO in Q3 2019 and held it in 11 quarters. The position peaked at $172K in Q2 2021. 85 funds tracked by Wall St. Rank hold IBMO as of Q2 2022.

FinTrust Capital Advisors reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 6,366 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2022, an estimated $162K.
FinTrust Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2019 and held it in 11 quarters.
FinTrust Capital Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $172K in Q2 2021.
85 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2022.

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