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Beaumont Asset Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Beaumont Asset Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.53M Sell
104,541
-371,474
-78% -$8.99M 0.98% 23
2026
Q1 		$11.5M Buy
476,015
+211,489
+80% +$5.12M 5.19% 3
2025
Q4 		$6.41M Buy
264,526
+24,201
+10% +$587K 3.2% 6
2025
Q3 		$5.84M Buy
240,325
+6,390
+3% +$155K 2.94% 7
2025
Q2 		$5.67M Buy
233,935
+21,288
+10% +$514K 3.05% 6
2025
Q1 		$5.15M Buy
212,647
+18,815
+10% +$454K 3.11% 6
2024
Q4 		$4.67M Buy
193,832
+31,528
+19% +$760K 2.7% 8
2024
Q3 		$3.94M Buy
+162,304
New +$3.91M 2.29% 10

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Beaumont Asset Management's IBDR Position: Q2 2026 in Review

Beaumont Asset Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 78% in Q2 2026, selling an estimated $8.99M and leaving 104,541 shares worth $2.53M. The position accounts for 0.98% of the portfolio, ranked #23.

Beaumont Asset Management first reported a position in IBDR in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.5M in Q1 2026. 107 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Beaumont Asset Management held 104,541 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.53M as of Q2 2026.
  • Beaumont Asset Management sold 371,474 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $8.99M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.98% of Beaumont Asset Management's portfolio in Q2 2026, its #23 holding.
  • Beaumont Asset Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
  • Beaumont Asset Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $11.5M in Q1 2026.
  • 107 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.