BPWA
IBDL

Beacon Pointe Wealth Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% +$272K 0.32% 68
2019
Q1 		$1.22M Buy
48,414
+12,882
+36% +$324K 0.28% 77
2018
Q4 		$883K Buy
+35,532
New +$887K 0.32% 83

Other funds holding IBDL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors increased its iShares iBonds Dec 2020 Term Corporate ETF (IBDL) stake by 23% in Q4 2019, buying an estimated $434K and bringing the position to 91,245 shares worth $2.31M. The position accounts for 0.43% of the portfolio, ranked #48.

Beacon Pointe Wealth Advisors first reported a position in IBDL in Q4 2018 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold IBDL as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 91,245 shares of iShares iBonds Dec 2020 Term Corporate ETF worth $2.31M as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 17,145 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2019, an estimated $434K.
  • iShares iBonds Dec 2020 Term Corporate ETF made up 0.43% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #48 holding.
  • Beacon Pointe Wealth Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2018 and has held it in 5 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2019.

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