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
Quarter Market Value Status Shares Shares
Change % 		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