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FinTrust Capital Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

FinTrust Capital Advisors’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$36.7K Hold
1,631
– – 0.01% 667
2024
Q2 		$35.6K Hold
1,631
– – 0.01% 631
2024
Q1 		$35.8K Hold
1,631
– – 0.01% 624
2023
Q4 		$36.2K Hold
1,631
– – 0.01% 573
2023
Q3 		$35.1K Hold
1,631
– – 0.01% 536
2023
Q2 		$35.8K Hold
1,631
– – 0.01% 505
2023
Q1 		$35.8K Hold
1,631
– – 0.01% 504
2022
Q4 		$35.8K Buy
+1,631
New +$35.8K 0.01% 503

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return