Beacon Pointe Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Beacon Pointe Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.1M	Buy	499,403 +15,587	+3%	+$377K	0.06%	296
2026 Q1	$11.7M	Buy	483,816 +46,459	+11%	+$1.13M	0.06%	282
2025 Q4	$10.6M	Buy	437,357 +46,113	+12%	+$1.12M	0.07%	243
2025 Q3	$9.52M	Buy	391,244 +30,400	+8%	+$737K	0.08%	233
2025 Q2	$8.76M	Buy	360,844 +8,385	+2%	+$202K	0.09%	200
2025 Q1	$8.52M	Buy	352,459 +23,892	+7%	+$575K	0.1%	198
2024 Q4	$7.87M	Buy	328,567 +34,249	+12%	+$824K	0.09%	196
2024 Q3	$7.17M	Buy	294,318 +27,115	+10%	+$653K	0.08%	214
2024 Q2	$6.34M	Buy	267,203 +27,222	+11%	+$644K	0.08%	233
2024 Q1	$5.71M	Buy	239,981 +47,665	+25%	+$1.13M	0.06%	263
2023 Q4	$4.6M	Buy	192,316 +43,084	+29%	+$1.01M	0.06%	299
2023 Q3	$3.45M	Buy	149,232 +37,943	+34%	+$885K	0.04%	343
2023 Q2	$2.61M	Buy	111,289 +24,352	+28%	+$576K	0.04%	326
2023 Q1	$2.07M	Buy	86,937 +70,562	+431%	+$1.67M	0.04%	385
2022 Q4	$383K	Buy	+16,375	New	+$380K	0.01%	784

Other funds holding IBDS

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Beacon Pointe Advisors's IBDS Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 3.2% in Q2 2026, buying an estimated $377K and bringing the position to 499,403 shares worth $12.1M. The position accounts for 0.06% of the portfolio, ranked #296.

Beacon Pointe Advisors first reported a position in IBDS in Q4 2022 and has held it in 15 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Beacon Pointe Advisors held 499,403 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $12.1M as of Q2 2026.
Beacon Pointe Advisors bought 15,587 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $377K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.06% of Beacon Pointe Advisors's portfolio in Q2 2026, its #296 holding.
Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.