Beacon Pointe Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Buy |
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|
2025
Q1 | $592K | Buy |
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|
2024
Q4 | $462K | Buy |
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|
2024
Q3 | $443K | Buy |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $442K | Buy |
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|
2023
Q4 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $219K | Buy |
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|
2021
Q4 | $232K | Sell |
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|
2021
Q3 | $301K | Sell |
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|
2021
Q2 | $304K | Buy |
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|
2021
Q1 | $301K | Buy |
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|
2020
Q4 | $305K | Buy |
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|
2020
Q3 | $301K | Buy |
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|
2020
Q2 | $277K | Sell |
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|
2020
Q1 | $292K | Buy |
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