Beaumont Asset Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,000	Closed	-$234K	–	73
2025 Q3	$234K	Hold	10,000	–	–	0.12%	61
2025 Q2	$234K	Hold	10,000	–	–	0.13%	62
2025 Q1	$234K	Hold	10,000	–	–	0.14%	65
2024 Q4	$233K	Hold	10,000	–	–	0.14%	62
2024 Q3	$234K	Sell	10,000 -1,075	-10%	-$25K	0.14%	63
2024 Q2	$257K	Buy	+11,075	New	+$257K	0.17%	65

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Beaumont Asset Management's IBTF Position: Q4 2025 in Review

Beaumont Asset Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 10,000 shares — an estimated $234K sold.

Beaumont Asset Management first reported a position in IBTF in Q2 2024 and held it in 6 quarters. The position peaked at $257K in Q2 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Beaumont Asset Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Beaumont Asset Management sold 10,000 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $234K.
Beaumont Asset Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2024 and held it in 6 quarters.
Beaumont Asset Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $257K in Q2 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Beaumont Asset Management's 13F filing for Q4 2025, filed 21 Jan 2026.