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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.67M Buy
233,935
+21,288
+10% +$516K 3.05% 6
2025
Q1 		$5.15M Buy
212,647
+18,815
+10% +$456K 3.11% 6
2024
Q4 		$4.67M Buy
193,832
+31,528
+19% +$759K 2.7% 8
2024
Q3 		$3.94M Buy
+162,304
New +$3.94M 2.29% 10