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Ishares Ibonds Dec 2028 Term T shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Ishares Ibonds Dec 2028 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2028 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 2028 Term T by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $430k 19k 22.36
2025-09-30 $204k 9.1k 22.38

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
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View all positions for Beacon Pointe Advisors

Top funds holding Ishares Ibonds Dec 2028 Term T

Colony
Wells Fargo & Company
Mercer Global Advisors
Raymond James Financial
Brookstone Capital Management
Asset Advisors Investment Management
UBS Group
Financial Advisory Corp
Stratos Wealth Partners
Atwood & Palmer
Horizon Advisory Services
LPL Financial
Journey Advisory Group
United Capital Financial Advisers
MKT Advisors

View all funds holding Ishares Ibonds Dec 2028 Term T