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

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$1.95M Buy
75,579
+2,969
+4% +$76.4K 0.36% 58
2019
Q3
$1.87M Buy
72,610
+1,986
+3% +$51.2K 0.39% 53
2019
Q2
$1.82M Buy
70,624
+10,375
+17% +$268K 0.38% 56
2019
Q1
$1.54M Buy
60,249
+16,709
+38% +$428K 0.35% 60
2018
Q4
$1.11M Buy
+43,540
New +$1.11M 0.4% 60