BPWA
IBDO

Beacon Pointe Wealth Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$307K Buy
12,014
+3,981
+50% +$102K 0.06% 214
2019
Q3 		$205K Buy
+8,033
New +$205K 0.04% 245

Other funds holding IBDO

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
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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors increased its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) stake by 50% in Q4 2019, buying an estimated $102K and bringing the position to 12,014 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #214.

Beacon Pointe Wealth Advisors first reported a position in IBDO in Q3 2019 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold IBDO as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 12,014 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $307K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 3,981 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2019, an estimated $102K.
  • iShares iBonds Dec 2023 Term Corporate ETF made up 0.06% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #214 holding.
  • Beacon Pointe Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2019 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2019.

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