Beacon Pointe Wealth Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio IBMI Stock Details IBMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	+$56.1K	0.45%	44
2019 Q2	$2.08M	Buy	81,598 +3,399	+4%	+$86.7K	0.44%	48
2019 Q1	$1.99M	Buy	78,199 +28,795	+58%	+$732K	0.45%	46
2018 Q4	$1.25M	Buy	+49,404	New	+$1.25M	0.45%	52

Other funds holding IBMI

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors increased its iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) stake by 4.3% in Q4 2019, buying an estimated $92.3K and bringing the position to 87,407 shares worth $2.23M. The position accounts for 0.41% of the portfolio, ranked #51.

Beacon Pointe Wealth Advisors first reported a position in IBMI in Q4 2018 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold IBMI as of Q4 2019.

Beacon Pointe Wealth Advisors held 87,407 shares of iShares iBonds Sep 2020 Term Muni Bond ETF worth $2.23M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 3,616 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q4 2019, an estimated $92.3K.
iShares iBonds Sep 2020 Term Muni Bond ETF made up 0.41% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #51 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2018 and has held it in 5 quarters since.
124 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q4 2019.

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