Beaumont Asset Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.17M	Buy	191,235 +79,632	+71%	+$1.74M	1.62%	14
2026 Q1	$2.44M	Buy	111,603 +41,475	+59%	+$915K	1.1%	22
2025 Q4	$1.55M	Buy	70,128 +15,086	+27%	+$334K	0.77%	28
2025 Q3	$1.22M	Buy	55,042 +1,358	+3%	+$29.9K	0.61%	32
2025 Q2	$1.18M	Buy	53,684 +4,534	+9%	+$98.2K	0.63%	30
2025 Q1	$1.07M	Buy	+49,150	New	+$1.06M	0.64%	32

Other funds holding IBDV

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

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

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

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

Beaumont Asset Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 71% in Q2 2026, buying an estimated $1.74M and bringing the position to 191,235 shares worth $4.17M. The position accounts for 1.62% of the portfolio, ranked #14.

Beaumont Asset Management first reported a position in IBDV in Q1 2025 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Beaumont Asset Management held 191,235 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $4.17M as of Q2 2026.
Beaumont Asset Management bought 79,632 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $1.74M.
iShares iBonds Dec 2030 Term Corporate ETF made up 1.62% of Beaumont Asset Management's portfolio in Q2 2026, its #14 holding.
Beaumont Asset Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
91 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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