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Beaumont Asset Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Beaumont Asset Management’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.53M Buy
109,199
+2,974
+3% +$68.9K 0.98% 24
2026
Q1 		$2.47M Buy
106,225
+90,624
+581% +$2.12M 1.11% 20
2025
Q4 		$365K Buy
+15,601
New +$366K 0.18% 56
2025
Q3 		– Sell
-48,674
Closed -$1.14M – 71
2025
Q2 		$1.14M Buy
48,674
+4,259
+10% +$98.2K 0.61% 31
2025
Q1 		$1.03M Buy
+44,415
New +$1.02M 0.62% 34

Other funds holding IBDU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

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

Beaumont Asset Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.8% in Q2 2026, buying an estimated $68.9K and bringing the position to 109,199 shares worth $2.53M. The position accounts for 0.98% of the portfolio, ranked #24.

Beaumont Asset Management first reported a position in IBDU in Q1 2025 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Beaumont Asset Management held 109,199 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.53M as of Q2 2026.
  • Beaumont Asset Management bought 2,974 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $68.9K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.98% of Beaumont Asset Management's portfolio in Q2 2026, its #24 holding.
  • Beaumont Asset Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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