BAM
IBMO icon

Beaumont Asset Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Beaumont Asset Management’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$218K Hold
8,520
– – 0.08% 76
2026
Q1 		$218K Hold
8,520
– – 0.1% 74
2025
Q4 		$218K Hold
8,520
– – 0.11% 68
2025
Q3 		$219K Buy
8,520
+200
+2% +$5.13K 0.11% 64
2025
Q2 		$213K Buy
+8,320
New +$212K 0.11% 63

Other funds holding IBMO

P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

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

Beaumont Asset Management held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 8,520 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #76.

Beaumont Asset Management first reported a position in IBMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $219K in Q3 2025. 46 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Beaumont Asset Management held 8,520 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $218K as of Q2 2026.
  • Beaumont Asset Management left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.08% of Beaumont Asset Management's portfolio in Q2 2026, its #76 holding.
  • Beaumont Asset Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Beaumont Asset Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $219K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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