BAM
IBDP

Beaumont Asset Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Beaumont Asset Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-186,394
Closed -$4.7M – 66
2024
Q3 		$4.7M Buy
186,394
+96,971
+108% +$2.44M 2.73% 7
2024
Q2 		$2.25M Buy
89,423
+34,537
+63% +$865K 1.44% 15
2024
Q1 		$1.37M Buy
54,886
+10,230
+23% +$256K 0.91% 20
2023
Q4 		$1.11M Buy
+44,656
New +$1.11M 0.78% 26

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Beaumont Asset Management's IBDP Position: Q4 2024 in Review

Beaumont Asset Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 186,394 shares — an estimated $4.7M sold.

Beaumont Asset Management first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $4.7M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Beaumont Asset Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Beaumont Asset Management sold 186,394 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $4.7M.
  • Beaumont Asset Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Beaumont Asset Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $4.7M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Beaumont Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.