BPWA
IBMH

Beacon Pointe Wealth Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-75,483
Closed -$1.92M – 297
2019
Q2 		$1.92M Buy
75,483
+1,003
+1% +$25.5K 0.41% 51
2019
Q1 		$1.89M Buy
74,480
+23,903
+47% +$607K 0.43% 47
2018
Q4 		$1.28M Buy
+50,577
New +$1.28M 0.46% 51

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Beacon Pointe Wealth Advisors's IBMH Position: Q3 2019 in Review

Beacon Pointe Wealth Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 75,483 shares — an estimated $1.92M sold.

Beacon Pointe Wealth Advisors first reported a position in IBMH in Q4 2018 and held it in 3 quarters. The position peaked at $1.92M in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Beacon Pointe Wealth Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 75,483 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $1.92M.
  • Beacon Pointe Wealth Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2018 and held it in 3 quarters.
  • Beacon Pointe Wealth Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $1.92M in Q2 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.