FinTrust Capital Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$76.5K	Hold	640	–	–	0.01%	486
2024 Q2	$73.9K	Hold	640	–	–	0.01%	455
2024 Q1	$74.1K	Buy	640 +159	+33%	+$18.5K	0.01%	438
2023 Q4	$56.3K	Buy	481 +54	+13%	+$6.16K	0.01%	460
2023 Q3	$48.3K	Sell	427 -52	-11%	-$5.95K	0.01%	457
2023 Q2	$55K	Hold	479	–	–	0.01%	432
2023 Q1	$55K	Hold	479	–	–	0.01%	430
2022 Q4	$55K	Hold	479	–	–	0.01%	429
2022 Q3	$54K	Hold	479	–	–	0.01%	496
2022 Q2	$58K	Hold	479	–	–	0.01%	503
2022 Q1	$58K	Hold	479	–	–	0.01%	530
2021 Q4	$62K	Hold	479	–	–	0.01%	514
2021 Q3	$62K	Hold	479	–	–	0.02%	516
2021 Q2	$63K	Hold	479	–	–	0.02%	519
2021 Q1	$62K	Hold	479	–	–	0.02%	505
2020 Q4	$64K	Sell	479 -8	-2%	-$1.06K	0.02%	460
2020 Q3	$65K	Buy	487 +8	+2%	+$1.07K	0.01%	442
2020 Q2	$64K	Hold	479	–	–	0.03%	424
2020 Q1	$64K	Sell	479 -227	-32%	-$29.2K	0.03%	384
2019 Q4	$89K	Sell	706 -75	-10%	-$9.47K	0.04%	340
2019 Q3	$99K	Buy	781 +50	+7%	+$6.32K	0.03%	335
2019 Q2	$92K	Sell	731 -25	-3%	-$3.09K	0.04%	297
2019 Q1	$93K	Sell	756 -971	-56%	-$118K	0.04%	288
2018 Q4	$210K	Buy	+1,727	New	+$206K	0.1%	171

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

FinTrust Capital Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q3 2024 at 640 shares worth $76.5K. The position accounts for 0.01% of the portfolio, ranked #486.

FinTrust Capital Advisors first reported a position in IEI in Q4 2018 and has held it in 24 quarters since. The position peaked at $210K in Q4 2018. 725 funds tracked by Wall St. Rank hold IEI as of Q3 2024.

FinTrust Capital Advisors held 640 shares of iShares 3-7 Year Treasury Bond ETF worth $76.5K as of Q3 2024.
FinTrust Capital Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q3 2024.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #486 holding.
FinTrust Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $210K in Q4 2018.
725 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2024.

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