BPWA
IBDK

Beacon Pointe Wealth Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% +$644K 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

Other funds holding IBDK

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Beacon Pointe Wealth Advisors's IBDK Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 98,184 shares — an estimated $2.44M sold.

Beacon Pointe Wealth Advisors first reported a position in IBDK in Q4 2018 and held it in 4 quarters. The position peaked at $2.44M in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Beacon Pointe Wealth Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 98,184 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $2.44M.
  • Beacon Pointe Wealth Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2018 and held it in 4 quarters.
  • Beacon Pointe Wealth Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $2.44M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.