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 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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beaumont Asset Management's IBDW Position: Q1 2026 in Review

Beaumont Asset Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 27% in Q1 2026, buying an estimated $1.16M and bringing the position to 256,851 shares worth $5.38M. The position accounts for 2.42% of the portfolio, ranked #11.

Beaumont Asset Management first reported a position in IBDW in Q1 2025 and has held it in 5 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Beaumont Asset Management held 256,851 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $5.38M as of Q1 2026.
Beaumont Asset Management bought 54,731 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $1.16M.
iShares iBonds Dec 2031 Term Corporate ETF made up 2.42% of Beaumont Asset Management's portfolio in Q1 2026, its #11 holding.
Beaumont Asset Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Beaumont Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.