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FinTrust Capital Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

FinTrust Capital Advisors’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$101K Buy
+3,979
New +$101K 0.02% 433
2022
Q4 		– Sell
-22,787
Closed -$559K – 1233
2022
Q3 		$559K Buy
+22,787
New +$575K 0.14% 150

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FinTrust Capital Advisors's IBMP Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2024: 3,979 shares worth $101K. The stake represents 0.02% of the portfolio and ranks #433 among its holdings. This is a return to the name: FinTrust Capital Advisors previously reported a position in IBMP as recently as Q3 2022.

FinTrust Capital Advisors first reported a position in IBMP in Q3 2022 and has held it in 2 quarters since. The position peaked at $559K in Q3 2022. 134 funds tracked by Wall St. Rank hold IBMP as of Q3 2024.

  • FinTrust Capital Advisors held 3,979 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $101K as of Q3 2024.
  • iShares iBonds Dec 2027 Term Muni Bond ETF was a new FinTrust Capital Advisors position in Q3 2024.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #433 holding.
  • FinTrust Capital Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • FinTrust Capital Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $559K in Q3 2022.
  • 134 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.