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Beaumont Asset Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Beaumont Asset Management’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$249K Buy
+9,678
New +$250K 0.1% 72

Other funds holding IBDY

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

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

Beaumont Asset Management opened a new position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026: 9,678 shares worth $249K. The stake represents 0.1% of the portfolio and ranks #72 among its holdings.

41 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Beaumont Asset Management held 9,678 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $249K as of Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF was a new Beaumont Asset Management position in Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.1% of Beaumont Asset Management's portfolio in Q2 2026, its #72 holding.
  • 41 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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