FinTrust Capital Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $109K | Hold |
4,653
| – | – | 0.02% | 411 |
|
|
2024
Q2 | $104K | Sell |
4,653
-150
| -3% | -$3.37K | 0.02% | 396 |
|
|
2024
Q1 | $109K | Buy |
4,803
+1,000
| +26% | +$22.7K | 0.02% | 369 |
|
|
2023
Q4 | $87.9K | Hold |
3,803
| – | – | 0.02% | 390 |
|
|
2023
Q3 | $83.6K | Buy |
3,803
+1,140
| +43% | +$25.1K | 0.02% | 377 |
|
|
2023
Q2 | $61.5K | Hold |
2,663
| – | – | 0.01% | 411 |
|
|
2023
Q1 | $61.5K | Hold |
2,663
| – | – | 0.01% | 412 |
|
|
2022
Q4 | $61.5K | Buy |
+2,663
| New | +$61.5K | 0.01% | 413 |
|