Beacon Pointe Wealth Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$342K	Buy	+13,178	New	+$341K	0.06%	200

Other funds holding IBMO

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

CONA

Capital One National Association New York $756M AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2019: 13,178 shares worth $342K. The stake represents 0.06% of the portfolio and ranks #200 among its holdings.

23 funds tracked by Wall St. Rank hold IBMO as of Q4 2019.

Beacon Pointe Wealth Advisors held 13,178 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $342K as of Q4 2019.
iShares iBonds Dec 2026 Term Muni Bond ETF was a new Beacon Pointe Wealth Advisors position in Q4 2019.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.06% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #200 holding.
23 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2019.

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