Beacon Pointe Advisors, LLC

Position in IBMO — iShares iBonds Dec 2026 Term Muni Bond ETF

CIK 1744317 NEWPORT BEACH, CA

All Filings in IBMO

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31 IBMO	$3,482,042	135,821	-2.4%	Shares	Sole	2026-02-18
2025-09-30 IBMO	$3,569,665	139,114	+184.7%	Shares	Sole	2025-11-14
2025-06-30 IBMO	$1,251,914	48,859	-8.5%	Shares	Sole	2025-08-13
2025-03-31 IBMO	$1,364,469	53,383	-5.7%	Shares	Sole	2025-05-13
2024-12-31 IBMO	$1,441,086	56,602	+3.0%	Shares	Sole	2025-02-14
2024-09-30 IBMO	$1,410,024	54,961	-8.9%	Shares	Sole	2024-11-14
2024-06-30 IBMO	$1,527,530	60,329	+7.8%	Shares	Sole	2024-08-12
2024-03-31 IBMO	$1,418,611	55,961	+12.3%	Shares	Sole	2024-05-14
2023-12-31 IBMO	$1,271,723	49,850	+23.8%	Shares	Sole	2024-02-08
2023-09-30 IBMO	$999,297	40,278	+27.7%	Shares	Sole	2023-11-14
2023-06-30 IBMO	$794,101	31,537	+30.3%	Shares	Sole	2023-08-14
2023-03-31 IBMO	$617,979	24,206	+14.5%	Shares	Sole	2023-05-12
2022-12-31 IBMO	$532,737	21,132	+5.5%	Shares	Sole	2023-02-14
2022-09-30 IBMO	$493,535	20,038	+2.9%	Shares	Sole	2022-11-09
2022-06-30 IBMO	$493,471	19,474	+54.5%	Shares	Sole	2022-08-11
2022-03-31 IBMO	$321,604	12,608	+54.9%	Shares	Sole	2022-05-17
2021-12-31 IBMO	$218,816	8,142	-45.7%	Shares	Sole	2022-02-14
2021-09-30 IBMO	$403,409	15,005	-0.3%	Shares	Sole	2021-11-15
2021-06-30 IBMO	$405,892	15,047	+0.1%	Shares	Sole	2021-08-17
2021-03-31 IBMO	$403,179	15,030	+0.1%	Shares	Sole	2021-05-18
2020-12-31 IBMO	$406,789	15,019	+1.4%	Shares	Sole	2021-02-12
2020-09-30 IBMO	$398,900	14,818	+7.3%	Shares	Sole	2020-11-16
2020-06-30 IBMO	$368,136	13,806	-5.2%	Shares	Sole	2020-08-14
2020-03-31 IBMO	$375,523	14,558	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.