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FinTrust Capital Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

FinTrust Capital Advisors’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$12.9K Hold
265
– – ﹤0.01% 891
2024
Q2 		$12.6K Hold
265
– – ﹤0.01% 858
2024
Q1 		$12.6K Sell
265
-885
-77% -$42K ﹤0.01% 816
2023
Q4 		$54.7K Hold
1,150
– – 0.01% 465
2023
Q3 		$53.3K Sell
1,150
-97,877
-99% -$4.56M 0.01% 444
2023
Q2 		$4.6M Hold
99,027
– – 1.1% 17
2023
Q1 		$4.6M Hold
99,027
– – 1.11% 17
2022
Q4 		$4.6M Buy
99,027
+5,136
+5% +$238K 1.11% 17
2022
Q3 		$4.31M Buy
93,891
+11,942
+15% +$564K 1.11% 17
2022
Q2 		$3.9M Buy
81,949
+19,640
+32% +$937K 0.98% 19
2022
Q1 		$3.02M Buy
62,309
+17,586
+39% +$869K 0.69% 28
2021
Q4 		$2.25M Buy
44,723
+28,493
+176% +$1.44M 0.54% 41
2021
Q3 		$829K Buy
+16,230
New +$832K 0.22% 94

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return