Question 1

How many shares of IBDK does Beacon Pointe Advisors, LLC own?

Accepted Answer

Beacon Pointe Advisors, LLC previously held 0 shares of IBDK (iShares iBonds Dec 2019 Term Co) before exiting the position in 2019-Q4.

Question 2

What is Beacon Pointe Advisors, LLC's IBDK position worth?

Accepted Answer

Beacon Pointe Advisors, LLC's IBDK position was last reported at $0 in 2019-Q4 before the exit.

Question 3

Is Beacon Pointe Advisors, LLC buying or selling IBDK?

Accepted Answer

In 2019-Q4, Beacon Pointe Advisors, LLC exited their IBDK position entirely (-100.0% change in shares).

Question 4

When did Beacon Pointe Advisors, LLC first buy IBDK?

Accepted Answer

Based on available 13F filings, Beacon Pointe Advisors, LLC first reported a position in IBDK in 2018-Q4. They have held the position across 5 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2019-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$24.86	0
2019-Q3	Decreased	79,739	-6.4%	$2M	0.9%	$24.79	0
2019-Q2	Increased	85,224	+42.4%	$2.1M	0.8%	$24.65	49
2019-Q1	Increased	59,864	+19.1%	$1.5M	0.6%	$24.49	42
2018-Q4	New	50,276	-	$1.2M	0.8%	$24.34	49

IBDK5 quarters

IBDK
5 quarters