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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 $97.6B AUM 29.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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 $75.1B AUM 31.89% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

FinTrust Capital Advisors held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q3 2024 at 1,631 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #667.

FinTrust Capital Advisors first reported a position in IBTI in Q4 2022 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold IBTI as of Q3 2024.

  • FinTrust Capital Advisors held 1,631 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $36.7K as of Q3 2024.
  • FinTrust Capital Advisors left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q3 2024.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #667 holding.
  • FinTrust Capital Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2022 and has held it in 8 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2024.

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