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Beacon Pointe Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Beacon Pointe Advisors’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.64M Buy
142,123
+445
+0.3% +$11.4K 0.02% 584
2026
Q1 		$3.62M Buy
141,678
+15,753
+13% +$404K 0.02% 560
2025
Q4 		$3.22M Buy
125,925
+1,490
+1% +$38.1K 0.02% 487
2025
Q3 		$3.19M Buy
124,435
+100,971
+430% +$2.58M 0.03% 449
2025
Q2 		$596K Buy
23,464
+75
+0.3% +$1.89K 0.01% 841
2025
Q1 		$592K Buy
23,389
+5,030
+27% +$127K 0.01% 805
2024
Q4 		$462K Buy
18,359
+1,056
+6% +$26.8K 0.01% 858
2024
Q3 		$443K Buy
17,303
+42
+0.2% +$1.06K 0.01% 890
2024
Q2 		$432K Sell
17,261
-232
-1% -$5.81K 0.01% 924
2024
Q1 		$442K Buy
17,493
+9,606
+122% +$244K ﹤0.01% 958
2023
Q4 		$202K Buy
+7,887
New +$196K ﹤0.01% 1229
2023
Q1 		– Sell
-9,246
Closed -$232K – 1173
2022
Q4 		$232K Sell
9,246
-554
-6% -$13.7K ﹤0.01% 952
2022
Q3 		$238K Buy
9,800
+70
+0.7% +$1.76K 0.01% 869
2022
Q2 		$243K Buy
9,730
+1,137
+13% +$28.3K 0.01% 904
2022
Q1 		$219K Buy
8,593
+64
+0.8% +$1.69K ﹤0.01% 1094
2021
Q4 		$232K Sell
8,529
-2,511
-23% -$68.3K 0.01% 825
2021
Q3 		$301K Sell
11,040
-41
-0.4% -$1.13K 0.01% 705
2021
Q2 		$304K Buy
11,081
+18
+0.2% +$493 0.01% 652
2021
Q1 		$301K Buy
11,063
+12
+0.1% +$329 0.02% 385
2020
Q4 		$305K Buy
11,051
+27
+0.2% +$739 0.02% 367
2020
Q3 		$301K Buy
11,024
+807
+8% +$22.1K 0.03% 299
2020
Q2 		$277K Sell
10,217
-943
-8% -$25.1K 0.03% 317
2020
Q1 		$292K Buy
+11,160
New +$294K 0.05% 237

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Beacon Pointe Advisors's IBMQ Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.31% in Q2 2026, buying an estimated $11.4K and bringing the position to 142,123 shares worth $3.64M. The position accounts for 0.02% of the portfolio, ranked #584.

Beacon Pointe Advisors first reported a position in IBMQ in Q1 2020 and has held it in 23 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Beacon Pointe Advisors held 142,123 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $3.64M as of Q2 2026.
  • Beacon Pointe Advisors bought 445 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $11.4K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #584 holding.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.