BPWA
IBDK
Beacon Pointe Wealth Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-98,184
| Closed | -$2.44M | – | 296 |
|
|
2019
Q3 | $2.44M | Buy |
98,184
+25,908
| +36% | +$643K | 0.51% | 41 |
|
|
2019
Q2 | $1.8M | Buy |
72,276
+5,059
| +8% | +$126K | 0.38% | 57 |
|
|
2019
Q1 | $1.67M | Buy |
67,217
+23,026
| +52% | +$572K | 0.38% | 53 |
|
|
2018
Q4 | $1.09M | Buy |
+44,191
| New | +$1.09M | 0.39% | 62 |
|