FinTrust Capital Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,419	Closed	-$35.2K	–	1360
2023 Q3	$35.2K	Hold	1,419	–	–	0.01%	534
2023 Q2	$35K	Hold	1,419	–	–	0.01%	511
2023 Q1	$35K	Hold	1,419	–	–	0.01%	510
2022 Q4	$35K	Buy	+1,419	New	+$35.1K	0.01%	509

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FinTrust Capital Advisors's IBTD Position: Q4 2023 in Review

FinTrust Capital Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 1,419 shares — an estimated $35.2K sold.

FinTrust Capital Advisors first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $35.2K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

FinTrust Capital Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 1,419 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $35.2K.
FinTrust Capital Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
FinTrust Capital Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $35.2K in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on FinTrust Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.