Beacon Pointe Wealth Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.95M	Buy	75,579 +2,969	+4%	+$76.6K	0.36%	58
2019 Q3	$1.87M	Buy	72,610 +1,986	+3%	+$51.3K	0.39%	53
2019 Q2	$1.82M	Buy	70,624 +10,375	+17%	+$266K	0.38%	56
2019 Q1	$1.54M	Buy	60,249 +16,709	+38%	+$427K	0.35%	60
2018 Q4	$1.11M	Buy	+43,540	New	+$1.1M	0.4%	60

Other funds holding IBMJ

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

UCFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors increased its iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) stake by 4.1% in Q4 2019, buying an estimated $76.6K and bringing the position to 75,579 shares worth $1.95M. The position accounts for 0.36% of the portfolio, ranked #58.

Beacon Pointe Wealth Advisors first reported a position in IBMJ in Q4 2018 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold IBMJ as of Q4 2019.

Beacon Pointe Wealth Advisors held 75,579 shares of iShares iBonds Dec 2021 Term Muni Bond ETF worth $1.95M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 2,969 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2019, an estimated $76.6K.
iShares iBonds Dec 2021 Term Muni Bond ETF made up 0.36% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #58 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2018 and has held it in 5 quarters since.
116 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2019.

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