BPA
IBDK

Beacon Pointe Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Beacon Pointe Advisors’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-79,739
Closed -$1.98M – 224
2019
Q3 		$1.98M Sell
79,739
-5,485
-6% -$136K 0.85% 31
2019
Q2 		$2.12M Buy
85,224
+25,360
+42% +$630K 0.77% 33
2019
Q1 		$1.48M Buy
59,864
+9,588
+19% +$238K 0.56% 54
2018
Q4 		$1.25M Buy
+50,276
New +$1.25M 0.76% 36

Other funds holding IBDK

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Beacon Pointe Advisors's IBDK Position: Q4 2019 in Review

Beacon Pointe Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 79,739 shares — an estimated $1.98M sold.

Beacon Pointe Advisors first reported a position in IBDK in Q4 2018 and held it in 4 quarters. The position peaked at $2.12M in Q2 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Beacon Pointe Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Beacon Pointe Advisors sold 79,739 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $1.98M.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2018 and held it in 4 quarters.
  • Beacon Pointe Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $2.12M in Q2 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Beacon Pointe Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.