BPA
IBMI

Beacon Pointe Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Beacon Pointe Advisors’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-94,245
Closed -$2.4M – 449
2020
Q2 		$2.4M Sell
94,245
-688
-0.7% -$17.5K 0.24% 92
2020
Q1 		$2.41M Buy
+94,933
New +$2.42M 0.38% 56

Other funds holding IBMI

NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Beacon Pointe Advisors's IBMI Position: Q3 2020 in Review

Beacon Pointe Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 94,245 shares — an estimated $2.4M sold.

Beacon Pointe Advisors first reported a position in IBMI in Q1 2020 and held it in 2 quarters. The position peaked at $2.41M in Q1 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Beacon Pointe Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Beacon Pointe Advisors sold 94,245 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $2.4M.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2020 and held it in 2 quarters.
  • Beacon Pointe Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $2.41M in Q1 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Beacon Pointe Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.