Beacon Pointe Advisors, LLC SUB Holdings History
Beacon Pointe Advisors, LLC's iShares Short-Term National Muni Bond ETF Holding Summary
As of 2025-03-31, Beacon Pointe Advisors, LLC held 275,495.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $29.09 Mil. This investment constitutes 0.33% of their stock portfolio, and Beacon Pointe Advisors, LLC now holds 0.31% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.
The initial trade took place in 2019Q3. And since then Beacon Pointe Advisors, LLC has made 10 purchases of SUB, at an average price of $106.01, for a total of 765,800.00 shares. In addition, there have been 13 sales at an average price of $104.48 for 490,305.00 shares. Based on historical transaction data and SUB's current price of $106.28, Beacon Pointe Advisors, LLC's estimated gain on his SUB holdings is $-675,079.01, reflecting a -0.83% gain to date.
Beacon Pointe Advisors, LLC SUB ($106.28) Holding Chart
Beacon Pointe Advisors, LLC SUB ($106.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
