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FinTrust Capital Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

FinTrust Capital Advisors’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$102K Buy
+3,998
New +$101K 0.02% 431

Other funds holding IBMR

CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FinTrust Capital Advisors opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q3 2024: 3,998 shares worth $102K. The stake represents 0.02% of the portfolio and ranks #431 among its holdings.

56 funds tracked by Wall St. Rank hold IBMR as of Q3 2024.

  • FinTrust Capital Advisors held 3,998 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $102K as of Q3 2024.
  • iShares iBonds Dec 2029 Term Muni Bond ETF was a new FinTrust Capital Advisors position in Q3 2024.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #431 holding.
  • 56 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2024.

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