Ownership history in Beacon Pointe Advisors, LLC Β· 23 quarters on record
This page tracks every 13F SEC filing in which Beacon Pointe Advisors, LLC reported a position in ISHARES TR (IBMN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Beacon Pointe Advisors, LLC underperformed the S&P 500 by β19.0% annually on this IBMN position. Timing score: 45% (10/22 decisions correct). Average cost basis: $24.80. Maximum drawdown during holding period: β6.8%.
β Significantly underperformed the S&P 500 by 19.0% ann.
22 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 22 add/trim decisions correct
Best entry: $24.36 (2022 Q3) Β· Worst: $26.63 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
15 adds Β· 8 trims. Bought during 4 of 6 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.