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Beacon Pointe Wealth Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$266K Buy
+10,178
New +$266K 0.05% 231

Other funds holding IBMQ

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWS
Peloton Wealth Strategists Indianapolis, Indiana $247M AUM 13.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM

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

Beacon Pointe Wealth Advisors opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q4 2019: 10,178 shares worth $266K. The stake represents 0.05% of the portfolio and ranks #231 among its holdings.

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

  • Beacon Pointe Wealth Advisors held 10,178 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $266K as of Q4 2019.
  • iShares iBonds Dec 2028 Term Muni Bond ETF was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #231 holding.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q4 2019.

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