Beaumont Asset Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Beaumont Asset Management’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.83M	Buy	+366,009	New	+$8.84M	3.05%	7

Other funds holding IBDS

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

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

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

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

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

Beaumont Asset Management opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2026: 366,009 shares worth $8.83M. The stake represents 3.05% of the portfolio and ranks #7 among its holdings.

214 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Beaumont Asset Management held 366,009 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $8.83M as of Q3 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new Beaumont Asset Management position in Q3 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 3.05% of Beaumont Asset Management's portfolio in Q3 2026, its #7 holding.
214 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

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