FinTrust Capital Advisors’s iShares iBonds Dec 2021 Term Treasury ETF IBTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-986
Closed -$25K 1287
2021
Q3
$25K Hold
986
0.01% 686
2021
Q2
$25K Hold
986
0.01% 706
2021
Q1
$25K Hold
986
0.01% 666
2020
Q4
$25K Hold
986
0.01% 628
2020
Q3
$25 Buy
+986
New +$25K ﹤0.01% 618

FinTrust Capital Advisors's IBTA Position: Q4 2021 in Review

FinTrust Capital Advisors sold out of iShares iBonds Dec 2021 Term Treasury ETF (IBTA) in Q4 2021, closing a stake of 986 shares — an estimated $25K sold.

FinTrust Capital Advisors first reported a position in IBTA in Q3 2020 and held it in 5 quarters. The position peaked at $25K in Q3 2021. 0 funds tracked by Wall St. Rank hold IBTA as of Q4 2021.

  • FinTrust Capital Advisors reported no remaining iShares iBonds Dec 2021 Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • FinTrust Capital Advisors sold 986 iShares iBonds Dec 2021 Term Treasury ETF shares in Q4 2021, an estimated $25K.
  • FinTrust Capital Advisors first reported a position in iShares iBonds Dec 2021 Term Treasury ETF in Q3 2020 and held it in 5 quarters.
  • FinTrust Capital Advisors's iShares iBonds Dec 2021 Term Treasury ETF position peaked at $25K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Treasury ETF as of Q4 2021.

Based on FinTrust Capital Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.