FinTrust Capital Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $110K | Hold |
5,278
| – | – | 0.02% | 409 |
|
|
2024
Q2 | $105K | Sell |
5,278
-150
| -3% | -$3K | 0.02% | 392 |
|
|
2024
Q1 | $109K | Buy |
5,428
+1,140
| +27% | +$23K | 0.02% | 368 |
|
|
2023
Q4 | $88.1K | Hold |
4,288
| – | – | 0.02% | 389 |
|
|
2023
Q3 | $83.9K | Buy |
4,288
+1,287
| +43% | +$25.2K | 0.02% | 376 |
|
|
2023
Q2 | $61.3K | Hold |
3,001
| – | – | 0.01% | 412 |
|
|
2023
Q1 | $61.3K | Hold |
3,001
| – | – | 0.01% | 413 |
|
|
2022
Q4 | $61.3K | Buy |
+3,001
| New | +$61.3K | 0.01% | 414 |
|