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Ishares Tr ibonds dec 29 shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Ishares Tr ibonds dec 29

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 29 held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 29 by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 57k 23.07
2023-09-30 $880k 40k 21.90
2023-06-30 $556k 25k 22.45
2023-03-31 $502k 22k 22.88

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
Lennox International (LII)
Microsoft Corporation Put Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Amazon Call Option (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Beacon Pointe Advisors

Top funds holding Ishares Tr ibonds dec 29

Capital Advisors
Bank of America Corporation
Capital Investment Advisors
Klingman & Associates
Royal Bank of Canada
Raymond James Financial Services Advisors
Woodmont Investment Counsel
Golub Group
Us Bancorp
UBS Group
LPL Financial
Gateway Advisory
Wells Fargo & Company
Venture Visionary Partners
Advisors Capital Management

View all funds holding Ishares Tr ibonds dec 29