Beacon Pointe Advisors »

Ishares Ibonds Dec 2026 Term T shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2026 Term T (IBTG) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Ishares Ibonds Dec 2026 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2026 Term T held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2026 Term T by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $343k 15k 22.85
2023-09-30 $251k 11k 22.47

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 Ibonds Dec 2026 Term T

Morgan Stanley
Capital Investment Advisors
Bank of America Corporation
Goss Wealth Management
Wells Fargo & Company
Bailard
InterOcean Capital Group
UBS Group
Stratos Wealth Partners
LPL Financial
MV Capital Management
Trust
Raymond James Financial Services Advisors
Integrated Wealth Concepts
Commonwealth Equity Services

View all funds holding Ishares Ibonds Dec 2026 Term T