BPA
IBTB

Beacon Pointe Advisors’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

Beacon Pointe Advisors’s Portfolio IBTB Stock Details IBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-26,453
Closed -$672K – 1117
2022
Q3 		$672K Buy
26,453
+2,270
+9% +$57.5K 0.02% 559
2022
Q2 		$613K Buy
+24,183
New +$613K 0.01% 590

Other funds holding IBTB

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

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

Beacon Pointe Advisors sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 26,453 shares — an estimated $672K sold.

Beacon Pointe Advisors first reported a position in IBTB in Q2 2022 and held it in 2 quarters. The position peaked at $672K in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • Beacon Pointe Advisors reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 26,453 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $672K.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q2 2022 and held it in 2 quarters.
  • Beacon Pointe Advisors's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $672K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

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