Beacon Pointe Wealth Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio IBDM Stock Details IBDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.68M	Sell	67,324 -1,719	-2%	-$42.9K	0.31%	63
2019 Q3	$1.72M	Buy	69,043 +15,328	+29%	+$382K	0.36%	62
2019 Q2	$1.33M	Buy	53,715 +11,362	+27%	+$281K	0.28%	77
2019 Q1	$1.05M	Buy	42,353 +5,577	+15%	+$137K	0.24%	89
2018 Q4	$893K	Buy	+36,776	New	+$892K	0.32%	80

Other funds holding IBDM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

Argent Wealth Management Waltham, Massachusetts $602M AUM

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors reduced its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) stake by 2.5% in Q4 2019, selling an estimated $42.9K and leaving 67,324 shares worth $1.68M. The position accounts for 0.31% of the portfolio, ranked #63.

Beacon Pointe Wealth Advisors first reported a position in IBDM in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.72M in Q3 2019. 181 funds tracked by Wall St. Rank hold IBDM as of Q4 2019.

Beacon Pointe Wealth Advisors held 67,324 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $1.68M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 1,719 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2019, an estimated $42.9K.
iShares iBonds Dec 2021 Term Corporate ETF made up 0.31% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #63 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $1.72M in Q3 2019.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2019.

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