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FinTrust Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

FinTrust Capital Advisors’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$36.1K Hold
368
– – 0.01% 669
2024
Q2 		$34.5K Hold
368
– – 0.01% 645
2024
Q1 		$34.8K Buy
368
+103
+39% +$9.76K 0.01% 631
2023
Q4 		$25.5K Sell
265
-983
-79% -$90.9K 0.01% 651
2023
Q3 		$114K Sell
1,248
-724
-37% -$68.3K 0.03% 317
2023
Q2 		$189K Hold
1,972
– – 0.05% 268
2023
Q1 		$189K Hold
1,972
– – 0.05% 265
2022
Q4 		$189K Buy
1,972
+126
+7% +$12.1K 0.05% 267
2022
Q3 		$175K Sell
1,846
-112
-6% -$11.4K 0.05% 283
2022
Q2 		$204K Buy
1,958
+1,616
+473% +$166K 0.05% 260
2022
Q1 		$37K Hold
342
– – 0.01% 621
2021
Q4 		$39K Hold
342
– – 0.01% 593
2021
Q3 		$39K Sell
342
-34
-9% -$3.98K 0.01% 593
2021
Q2 		$43K Sell
376
-321
-46% -$36.7K 0.01% 583
2021
Q1 		$79K Sell
697
-262
-27% -$30.5K 0.02% 464
2020
Q4 		$115K Sell
959
-1
-0.1% -$120 0.04% 357
2020
Q3 		$117K Sell
960
-68
-7% -$8.29K 0.02% 338
2020
Q2 		$125K Buy
1,028
+686
+201% +$83.4K 0.05% 290
2020
Q1 		$42K Hold
342
– – 0.02% 475
2019
Q4 		$38K Hold
342
– – 0.02% 492
2019
Q3 		$38K Hold
342
– – 0.01% 504
2019
Q2 		$38K Sell
342
-35
-9% -$3.75K 0.02% 467
2019
Q1 		$40K Sell
377
-86
-19% -$8.99K 0.02% 437
2018
Q4 		$48K Buy
+463
New +$46.9K 0.02% 390

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

FinTrust Capital Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2024 at 368 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #669.

FinTrust Capital Advisors first reported a position in IEF in Q4 2018 and has held it in 24 quarters since. The position peaked at $204K in Q2 2022. 940 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • FinTrust Capital Advisors held 368 shares of iShares 7-10 Year Treasury Bond ETF worth $36.1K as of Q3 2024.
  • FinTrust Capital Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2024.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #669 holding.
  • FinTrust Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $204K in Q2 2022.
  • 940 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

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