BPWA
IBDN

Beacon Pointe Wealth Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$824K Buy
32,685
+3,138
+11% +$79.4K 0.15% 115
2019
Q3 		$744K Buy
29,547
+5,637
+24% +$142K 0.16% 120
2019
Q2 		$601K Buy
23,910
+4,485
+23% +$112K 0.13% 141
2019
Q1 		$482K Buy
19,425
+5,699
+42% +$140K 0.11% 157
2018
Q4 		$331K Buy
+13,726
New +$332K 0.12% 159

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors increased its iShares iBonds Dec 2022 Term Corporate ETF (IBDN) stake by 11% in Q4 2019, buying an estimated $79.4K and bringing the position to 32,685 shares worth $824K. The position accounts for 0.15% of the portfolio, ranked #115.

Beacon Pointe Wealth Advisors first reported a position in IBDN in Q4 2018 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold IBDN as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 32,685 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $824K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 3,138 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2019, an estimated $79.4K.
  • iShares iBonds Dec 2022 Term Corporate ETF made up 0.15% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #115 holding.
  • Beacon Pointe Wealth Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2018 and has held it in 5 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2019.

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