FinTrust Capital Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$102K	Buy	+3,971	New	+$101K	0.02%	432

Other funds holding IBMQ

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

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

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

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

FinTrust Capital Advisors opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2024: 3,971 shares worth $102K. The stake represents 0.02% of the portfolio and ranks #432 among its holdings.

123 funds tracked by Wall St. Rank hold IBMQ as of Q3 2024.

FinTrust Capital Advisors held 3,971 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $102K as of Q3 2024.
iShares iBonds Dec 2028 Term Muni Bond ETF was a new FinTrust Capital Advisors position in Q3 2024.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #432 holding.
123 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2024.

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