BPA
IBMJ

Beacon Pointe Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Beacon Pointe Advisors’s Portfolio IBMJ Stock Details IBMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-85,491
Closed -$2.19M – 997
2021
Q2 		$2.19M Sell
85,491
-2,005
-2% -$51.5K 0.08% 206
2021
Q1 		$2.25M Buy
87,496
+155
+0.2% +$3.99K 0.14% 136
2020
Q4 		$2.25M Buy
87,341
+162
+0.2% +$4.18K 0.15% 122
2020
Q3 		$2.26M Buy
87,179
+447
+0.5% +$11.6K 0.22% 90
2020
Q2 		$2.25M Sell
86,732
-37
-0% -$956 0.23% 96
2020
Q1 		$2.21M Buy
+86,769
New +$2.23M 0.35% 61

Other funds holding IBMJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Beacon Pointe Advisors's IBMJ Position: Q3 2021 in Review

Beacon Pointe Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2021, closing a stake of 85,491 shares — an estimated $2.19M sold.

Beacon Pointe Advisors first reported a position in IBMJ in Q1 2020 and held it in 6 quarters. The position peaked at $2.26M in Q3 2020. 127 funds tracked by Wall St. Rank hold IBMJ as of Q3 2021.

  • Beacon Pointe Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Beacon Pointe Advisors sold 85,491 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2021, an estimated $2.19M.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2020 and held it in 6 quarters.
  • Beacon Pointe Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $2.26M in Q3 2020.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2021.

Based on Beacon Pointe Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.