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 Q3	–	Sell	-104,541	Closed	-$2.53M	–	83
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Beaumont Asset Management's IBDR Position: Q3 2026 in Review

Beaumont Asset Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2026, closing a stake of 104,541 shares — an estimated $2.53M sold.

Beaumont Asset Management first reported a position in IBDR in Q3 2024 and held it in 8 quarters. The position peaked at $11.5M in Q1 2026. 385 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Beaumont Asset Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
Beaumont Asset Management sold 104,541 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $2.53M.
Beaumont Asset Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and held it in 8 quarters.
Beaumont Asset Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $11.5M in Q1 2026.
385 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Beaumont Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.