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Beacon Pointe Wealth Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$270K Buy
+10,382
New +$270K 0.05% 230

Other funds holding IBMP

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2019: 10,382 shares worth $270K. The stake represents 0.05% of the portfolio and ranks #230 among its holdings.

17 funds tracked by Wall St. Rank hold IBMP as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 10,382 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $270K as of Q4 2019.
  • iShares iBonds Dec 2027 Term Muni Bond ETF was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #230 holding.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2019.

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