BAM
IBDQ

Beaumont Asset Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Beaumont Asset Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-353,730
Closed -$8.91M – 72
2025
Q3 		$8.91M Buy
353,730
+11,523
+3% +$290K 4.48% 4
2025
Q2 		$8.62M Buy
342,207
+15,998
+5% +$402K 4.63% 4
2025
Q1 		$8.2M Sell
326,209
-95,378
-23% -$2.39M 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% +$1.75M 2.9% 6
2024
Q2 		$3.19M Buy
128,242
+22,285
+21% +$552K 2.05% 10
2024
Q1 		$2.63M Sell
105,957
-3,791
-3% -$93.9K 1.75% 13
2023
Q4 		$2.72M Buy
+109,748
New +$2.69M 1.91% 10

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Beaumont Asset Management's IBDQ Position: Q4 2025 in Review

Beaumont Asset Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 353,730 shares — an estimated $8.91M sold.

Beaumont Asset Management first reported a position in IBDQ in Q4 2023 and held it in 8 quarters. The position peaked at $10.6M in Q4 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Beaumont Asset Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Beaumont Asset Management sold 353,730 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $8.91M.
  • Beaumont Asset Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
  • Beaumont Asset Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $10.6M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Beaumont Asset Management's 13F filing for Q4 2025, filed 21 Jan 2026.