BPA
IBMM

Beacon Pointe Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Beacon Pointe Advisors’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-45,093
Closed -$1.18M – 1297
2024
Q3 		$1.18M Sell
45,093
-15,638
-26% -$408K 0.01% 594
2024
Q2 		$1.58M Sell
60,731
-17,862
-23% -$464K 0.02% 531
2024
Q1 		$2.04M Sell
78,593
-13,317
-14% -$345K 0.02% 492
2023
Q4 		$2.38M Sell
91,910
-10,636
-10% -$274K 0.03% 437
2023
Q3 		$2.63M Sell
102,546
-6,105
-6% -$157K 0.03% 406
2023
Q2 		$2.8M Sell
108,651
-28,806
-21% -$741K 0.05% 318
2023
Q1 		$3.56M Buy
137,457
+6,330
+5% +$163K 0.06% 276
2022
Q4 		$3.38M Buy
131,127
+24,003
+22% +$616K 0.07% 261
2022
Q3 		$2.73M Buy
107,124
+65,264
+156% +$1.69M 0.06% 256
2022
Q2 		$1.09M Buy
41,860
+17,246
+70% +$446K 0.02% 448
2022
Q1 		$640K Buy
24,614
+10,860
+79% +$286K 0.01% 739
2021
Q4 		$369K Sell
13,754
-1,897
-12% -$51K 0.01% 657
2021
Q3 		$422K Buy
15,651
+4
+0% +$108 0.01% 588
2021
Q2 		$422K Buy
15,647
+11
+0.1% +$297 0.02% 544
2021
Q1 		$422K Buy
15,636
+8
+0.1% +$216 0.03% 320
2020
Q4 		$422K Buy
15,628
+18
+0.1% +$487 0.03% 301
2020
Q3 		$423K Buy
15,610
+16
+0.1% +$434 0.04% 249
2020
Q2 		$421K Buy
15,594
+7,283
+88% +$194K 0.04% 259
2020
Q1 		$217K Buy
+8,311
New +$220K 0.03% 271

Other funds holding IBMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Beacon Pointe Advisors's IBMM Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 45,093 shares — an estimated $1.18M sold.

Beacon Pointe Advisors first reported a position in IBMM in Q1 2020 and held it in 19 quarters. The position peaked at $3.56M in Q1 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Beacon Pointe Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 45,093 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $1.18M.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2020 and held it in 19 quarters.
  • Beacon Pointe Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $3.56M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.