BPA
IBMK

Beacon Pointe Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Beacon Pointe Advisors’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-41,799
Closed -$1.08M – 1118
2022
Q3 		$1.08M Buy
41,799
+5,878
+16% +$152K 0.02% 445
2022
Q2 		$931K Sell
35,921
-12,752
-26% -$330K 0.02% 483
2022
Q1 		$1.26M Buy
48,673
+15,814
+48% +$411K 0.02% 554
2021
Q4 		$856K Buy
+32,859
New +$858K 0.02% 408
2021
Q3 		– Sell
-62,136
Closed -$1.63M – 991
2021
Q2 		$1.63M Buy
62,136
+151
+0.2% +$3.97K 0.06% 251
2021
Q1 		$1.63M Buy
61,985
+110
+0.2% +$2.9K 0.1% 160
2020
Q4 		$1.63M Buy
61,875
+238
+0.4% +$6.28K 0.11% 147
2020
Q3 		$1.63M Buy
61,637
+165
+0.3% +$4.37K 0.16% 123
2020
Q2 		$1.62M Buy
61,472
+3,808
+7% +$99.9K 0.16% 120
2020
Q1 		$1.5M Buy
+57,664
New +$1.51M 0.24% 91

Other funds holding IBMK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Beacon Pointe Advisors's IBMK Position: Q4 2022 in Review

Beacon Pointe Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 41,799 shares — an estimated $1.08M sold.

Beacon Pointe Advisors first reported a position in IBMK in Q1 2020 and held it in 10 quarters. The position peaked at $1.63M in Q1 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Beacon Pointe Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 41,799 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $1.08M.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2020 and held it in 10 quarters.
  • Beacon Pointe Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.63M in Q1 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Beacon Pointe Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.