FCA
IBTE

FinTrust Capital Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

FinTrust Capital Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$35.3K Hold
1,471
– – 0.01% 675
2024
Q2 		$35.3K Hold
1,471
– – 0.01% 638
2024
Q1 		$35.2K Hold
1,471
– – 0.01% 629
2023
Q4 		$35.1K Hold
1,471
– – 0.01% 578
2023
Q3 		$35.1K Hold
1,471
– – 0.01% 538
2023
Q2 		$35.1K Hold
1,471
– – 0.01% 510
2023
Q1 		$35.1K Hold
1,471
– – 0.01% 509
2022
Q4 		$35.1K Buy
+1,471
New +$35.1K 0.01% 508

Other funds holding IBTE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FinTrust Capital Advisors held its iShares iBonds Dec 2024 Term Treasury ETF (IBTE) position steady in Q3 2024 at 1,471 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #675.

FinTrust Capital Advisors first reported a position in IBTE in Q4 2022 and has held it in 8 quarters since. 285 funds tracked by Wall St. Rank hold IBTE as of Q3 2024.

  • FinTrust Capital Advisors held 1,471 shares of iShares iBonds Dec 2024 Term Treasury ETF worth $35.3K as of Q3 2024.
  • FinTrust Capital Advisors left its iShares iBonds Dec 2024 Term Treasury ETF share count unchanged in Q3 2024.
  • iShares iBonds Dec 2024 Term Treasury ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #675 holding.
  • FinTrust Capital Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and has held it in 8 quarters since.
  • 285 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q3 2024.

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