Beacon Pointe Wealth Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.31M	Buy	50,265 +816	+2%	+$21.4K	0.24%	86
2019 Q3	$1.29M	Buy	49,449 +1,891	+4%	+$49.5K	0.27%	79
2019 Q2	$1.24M	Buy	47,558 +925	+2%	+$24K	0.26%	82
2019 Q1	$1.21M	Buy	46,633 +9,606	+26%	+$248K	0.28%	78
2018 Q4	$948K	Buy	+37,027	New	+$940K	0.34%	73

Other funds holding IBMK

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

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

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

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

RJFSA

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

CIM

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

UCFA

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors increased its iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) stake by 1.7% in Q4 2019, buying an estimated $21.4K and bringing the position to 50,265 shares worth $1.31M. The position accounts for 0.24% of the portfolio, ranked #86.

Beacon Pointe Wealth Advisors first reported a position in IBMK in Q4 2018 and has held it in 5 quarters since. 121 funds tracked by Wall St. Rank hold IBMK as of Q4 2019.

Beacon Pointe Wealth Advisors held 50,265 shares of iShares iBonds Dec 2022 Term Muni Bond ETF worth $1.31M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 816 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2019, an estimated $21.4K.
iShares iBonds Dec 2022 Term Muni Bond ETF made up 0.24% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #86 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2018 and has held it in 5 quarters since.
121 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2019.

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