Beacon Pointe Advisors »

Ishares Tr ibds dec28 etf shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Ishares Tr ibds dec28 etf (IBDT) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Ishares Tr ibds dec28 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibds dec28 etf 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 Tr ibds dec28 etf by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 108k 25.09
2023-09-30 $2.1M 86k 24.03
2023-06-30 $1.8M 74k 24.50
2023-03-31 $1.4M 56k 24.94
2022-12-31 $252k 10k 24.29

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 ibds dec28 etf

Bank of America Corporation
Capital Investment Advisors
Capital Advisors
Royal Bank of Canada
Mercer Global Advisors
Woodmont Investment Counsel
UBS Group
Klingman & Associates
Advisors Capital Management
Sigma Investment Counselors
Kathmere Capital Management
HighTower Advisors
Gateway Advisory
Wells Fargo & Company
Raymond James Financial Services Advisors

View all funds holding Ishares Tr ibds dec28 etf