Beaumont Asset Management
IBDW icon

Beaumont Asset Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Beaumont Asset Management’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.4M Sell
269,138
-7,278
-3% -$149K 1.87% 14
2026
Q2 		$5.76M Buy
276,416
+19,565
+8% +$408K 2.24% 10
2026
Q1 		$5.38M Buy
256,851
+54,731
+27% +$1.16M 2.42% 11
2025
Q4 		$4.27M Buy
202,120
+132,179
+189% +$2.8M 2.14% 11
2025
Q3 		$1.48M Buy
69,941
+9,315
+15% +$196K 0.75% 27
2025
Q2 		$1.28M Buy
60,626
+3,406
+6% +$70.3K 0.68% 29
2025
Q1 		$1.19M Buy
+57,220
New +$1.17M 0.72% 29

Other funds holding IBDW

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Beaumont Asset Management reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 2.6% in Q3 2026, selling an estimated $149K and leaving 269,138 shares worth $5.4M. The position accounts for 1.87% of the portfolio, ranked #14.

Beaumont Asset Management first reported a position in IBDW in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.76M in Q2 2026. 219 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • Beaumont Asset Management held 269,138 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $5.4M as of Q3 2026.
  • Beaumont Asset Management sold 7,278 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $149K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 1.87% of Beaumont Asset Management's portfolio in Q3 2026, its #14 holding.
  • Beaumont Asset Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
  • Beaumont Asset Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $5.76M in Q2 2026.
  • 219 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

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