FinTrust Capital Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $118K | Buy |
5,356
+3
| +0.1% | +$66 | 0.02% | 388 |
|
|
2024
Q2 | $114K | Buy |
5,353
+2
| +0% | +$43 | 0.02% | 377 |
|
|
2024
Q1 | $115K | Buy |
5,351
+1,052
| +24% | +$22.6K | 0.02% | 362 |
|
|
2023
Q4 | $93.6K | Buy |
4,299
+246
| +6% | +$5.36K | 0.02% | 375 |
|
|
2023
Q3 | $85.1K | Buy |
4,053
+1,223
| +43% | +$25.7K | 0.02% | 372 |
|
|
2023
Q2 | $61.1K | Hold |
2,830
| – | – | 0.01% | 414 |
|
|
2023
Q1 | $61.1K | Hold |
2,830
| – | – | 0.01% | 415 |
|
|
2022
Q4 | $61.1K | Buy |
+2,830
| New | +$61.1K | 0.01% | 416 |
|