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Ishares Ibonds Dec 2027 Term T shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 Term T 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 2027 Term T by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $291k 13k 22.39
2023-09-30 $207k 9.5k 21.85

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Microsoft Corporation Put Option (MSFT)
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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)
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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 2027 Term T

GLOBALT Investments LLC / GA
Bank of America Corporation
Wells Fargo & Company
Stratos Wealth Partners
Raymond James Financial Services Advisors
Journey Advisory Group
Commonwealth Equity Services
FinTrust Capital Advisors
MV Capital Management
Capital Investment Advisors
UBS Group
Steward Partners Investment Advisory
Legacy Private Trust
MKT Advisors
InterOcean Capital Group

View all funds holding Ishares Ibonds Dec 2027 Term T