FinTrust Capital Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$109K	Hold	4,653	–	–	0.02%	416
2024 Q2	$104K	Sell	4,653 -150	-3%	-$3.34K	0.02%	398
2024 Q1	$109K	Buy	4,803 +1,000	+26%	+$22.7K	0.02%	370
2023 Q4	$87.9K	Hold	3,803	–	–	0.02%	391
2023 Q3	$83.6K	Buy	3,803 +1,140	+43%	+$25.8K	0.02%	378
2023 Q2	$61.5K	Hold	2,663	–	–	0.01%	414
2023 Q1	$61.5K	Hold	2,663	–	–	0.01%	412
2022 Q4	$61.5K	Buy	+2,663	New	+$61.6K	0.01%	413

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

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

FinTrust Capital Advisors held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q3 2024 at 4,653 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #416.

FinTrust Capital Advisors first reported a position in IBTM in Q4 2022 and has held it in 8 quarters since. 65 funds tracked by Wall St. Rank hold IBTM as of Q3 2024.

FinTrust Capital Advisors held 4,653 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $109K as of Q3 2024.
FinTrust Capital Advisors left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q3 2024.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #416 holding.
FinTrust Capital Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2022 and has held it in 8 quarters since.
65 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2024.

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