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Ishares Ibonds Dec 2029 Term T shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Ishares Ibonds Dec 2029 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 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 2029 Term T by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $369k 17k 21.84
2025-12-31 $208k 9.5k 21.94

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
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Lennox International (LII)

View all positions for Beacon Pointe Advisors

Top funds holding Ishares Ibonds Dec 2029 Term T

Morgan Stanley
Bank of America Corporation
Mercer Global Advisors
Wells Fargo & Company
Brookstone Capital Management
TRUE Private Wealth Advisors
Financial Advisory Corp
Raymond James Financial
Asset Advisors Investment Management
Envestnet Asset Management
United Capital Financial Advisers
Hengehold Capital Management
Ameriprise Financial
Stifel Financial
Hm Payson & Co

View all funds holding Ishares Ibonds Dec 2029 Term T