BPWA
IBMI
Beacon Pointe Wealth Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.23M | Buy |
87,407
+3,616
| +4% | +$92.3K | 0.41% | 51 |
|
|
2019
Q3 | $2.14M | Buy |
83,791
+2,193
| +3% | +$56K | 0.45% | 44 |
|
|
2019
Q2 | $2.08M | Buy |
81,598
+3,399
| +4% | +$86.8K | 0.44% | 48 |
|
|
2019
Q1 | $1.99M | Buy |
78,199
+28,795
| +58% | +$733K | 0.45% | 46 |
|
|
2018
Q4 | $1.25M | Buy |
+49,404
| New | +$1.25M | 0.45% | 52 |
|