Beacon Pointe Wealth Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$246K	Buy	+9,486	New	+$245K	0.05%	237

Other funds holding IBML

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Beacon Pointe Wealth Advisors opened a new position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2019: 9,486 shares worth $246K. The stake represents 0.05% of the portfolio and ranks #237 among its holdings.

88 funds tracked by Wall St. Rank hold IBML as of Q4 2019.

Beacon Pointe Wealth Advisors held 9,486 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $246K as of Q4 2019.
iShares iBonds Dec 2023 Term Muni Bond ETF was a new Beacon Pointe Wealth Advisors position in Q4 2019.
iShares iBonds Dec 2023 Term Muni Bond ETF made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #237 holding.
88 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2019.

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