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Ishares Ibonds Dec 2029 Muni Etf shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Ishares Ibonds Dec 2029 Muni Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Muni Etf 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 Ibonds Dec 2029 Muni Etf by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $738k 29k 25.43
2025-09-30 $787k 31k 25.53
2025-06-30 $425k 17k 25.23
2025-03-31 $419k 17k 25.04
2024-12-31 $292k 12k 24.98

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Apple Put Option (AAPL)
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NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Lennox International (LII)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)

View all positions for Beacon Pointe Advisors

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Mercer Global Advisors
Hartland & Co
HighTower Advisors
LBMC Investment Advisors
Wells Fargo & Company
Us Bancorp
Vishria Bird Financial Group
UBS Group
Kathmere Capital Management
Covington Investment Advisors
Raymond James Financial
Praetorian Wealth Management
LPL Financial
Pamela Horwath
Stifel Financial

View all funds holding Ishares Ibonds Dec 2029 Muni Etf