FinTrust Capital Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$118K	Buy	5,356 +3	+0.1%	+$66	0.02%	393
2024 Q2	$114K	Buy	5,353 +2	+0%	+$42	0.02%	379
2024 Q1	$115K	Buy	5,351 +1,052	+24%	+$22.7K	0.02%	363
2023 Q4	$93.6K	Buy	4,299 +246	+6%	+$5.21K	0.02%	376
2023 Q3	$85.1K	Buy	4,053 +1,223	+43%	+$26.1K	0.02%	373
2023 Q2	$61.1K	Hold	2,830	–	–	0.01%	417
2023 Q1	$61.1K	Hold	2,830	–	–	0.01%	415
2022 Q4	$61.1K	Buy	+2,830	New	+$61.2K	0.01%	416

Other funds holding IBTJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

WIM

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FinTrust Capital Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.06% in Q3 2024, buying an estimated $66 and bringing the position to 5,356 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #393.

FinTrust Capital Advisors first reported a position in IBTJ in Q4 2022 and has held it in 8 quarters since. 126 funds tracked by Wall St. Rank hold IBTJ as of Q3 2024.

FinTrust Capital Advisors held 5,356 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $118K as of Q3 2024.
FinTrust Capital Advisors bought 3 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2024, an estimated $66.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #393 holding.
FinTrust Capital Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2022 and has held it in 8 quarters since.
126 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2024.

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