FinTrust Capital Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$45.3K	Sell	974 -356	-27%	-$16.2K	0.01%	595
2024 Q2	$59K	Buy	+1,330	New	+$58.7K	0.01%	497

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

FinTrust Capital Advisors reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 27% in Q3 2024, selling an estimated $16.2K and leaving 974 shares worth $45.3K. The position accounts for 0.01% of the portfolio, ranked #595.

FinTrust Capital Advisors first reported a position in IGEB in Q2 2024 and has held it in 2 quarters since. The position peaked at $59K in Q2 2024. 231 funds tracked by Wall St. Rank hold IGEB as of Q3 2024.

FinTrust Capital Advisors held 974 shares of iShares Investment Grade Systematic Bond ETF worth $45.3K as of Q3 2024.
FinTrust Capital Advisors sold 356 iShares Investment Grade Systematic Bond ETF shares in Q3 2024, an estimated $16.2K.
iShares Investment Grade Systematic Bond ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #595 holding.
FinTrust Capital Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 2 quarters since.
FinTrust Capital Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $59K in Q2 2024.
231 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2024.

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