FCA
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FinTrust Capital Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

FinTrust Capital Advisors’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$112K Hold
5,574
– – 0.02% 407
2024
Q2 		$107K Hold
5,574
– – 0.02% 391
2024
Q1 		$108K Buy
5,574
+1,100
+25% +$21.4K 0.02% 373
2023
Q4 		$88.2K Hold
4,474
– – 0.02% 389
2023
Q3 		$84.6K Buy
4,474
+1,347
+43% +$26K 0.02% 375
2023
Q2 		$61.1K Hold
3,127
– – 0.01% 416
2023
Q1 		$61.1K Hold
3,127
– – 0.01% 414
2022
Q4 		$61.1K Buy
+3,127
New +$61.3K 0.01% 415

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.62B AUM 17.53% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return