BAM
IBTF

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

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return