FinTrust Capital Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $112K | Hold |
5,574
| – | – | 0.02% | 402 |
|
|
2024
Q2 | $107K | Hold |
5,574
| – | – | 0.02% | 389 |
|
|
2024
Q1 | $108K | Buy |
5,574
+1,100
| +25% | +$21.4K | 0.02% | 372 |
|
|
2023
Q4 | $88.2K | Hold |
4,474
| – | – | 0.02% | 388 |
|
|
2023
Q3 | $84.6K | Buy |
4,474
+1,347
| +43% | +$25.5K | 0.02% | 374 |
|
|
2023
Q2 | $61.1K | Hold |
3,127
| – | – | 0.01% | 413 |
|
|
2023
Q1 | $61.1K | Hold |
3,127
| – | – | 0.01% | 414 |
|
|
2022
Q4 | $61.1K | Buy |
+3,127
| New | +$61.1K | 0.01% | 415 |
|