BPWA
IBDN

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$824K Buy
32,685
+3,138
+11% +$79.1K 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% +$113K 0.13% 141
2019
Q1
$482K Buy
19,425
+5,699
+42% +$141K 0.11% 157
2018
Q4
$331K Buy
+13,726
New +$331K 0.12% 159