BPWA
IBDL
Beacon Pointe Wealth Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.31M | Buy |
91,245
+17,145
| +23% | +$434K | 0.43% | 48 |
|
|
2019
Q3 | $1.88M | Buy |
74,100
+14,906
| +25% | +$378K | 0.4% | 52 |
|
|
2019
Q2 | $1.5M | Buy |
59,194
+10,780
| +22% | +$273K | 0.32% | 68 |
|
|
2019
Q1 | $1.22M | Buy |
48,414
+12,882
| +36% | +$325K | 0.28% | 77 |
|
|
2018
Q4 | $883K | Buy |
+35,532
| New | +$883K | 0.32% | 83 |
|