BAM
Beaumont Asset Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.62M | Buy |
342,207
+15,998
| +5% | +$403K | 4.63% | 4 |
|
|
2025
Q1 | $8.2M | Sell |
326,209
-95,378
| -23% | -$2.4M | 4.96% | 3 |
|
|
2024
Q4 | $10.6M | Buy |
421,587
+223,170
| +112% | +$5.59M | 6.12% | 3 |
|
|
2024
Q3 | $4.98M | Buy |
198,417
+70,175
| +55% | +$1.76M | 2.9% | 6 |
|
|
2024
Q2 | $3.19M | Buy |
128,242
+22,285
| +21% | +$554K | 2.05% | 10 |
|
|
2024
Q1 | $2.63M | Sell |
105,957
-3,791
| -3% | -$94.1K | 1.75% | 13 |
|
|
2023
Q4 | $2.72M | Buy |
+109,748
| New | +$2.72M | 1.91% | 10 |
|