Beaumont Financial Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Beaumont Financial Advisors’s Portfolio IBDM Stock Details IBDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-12,000	Closed	-$297K	–	382
2021 Q3	$297K	Hold	12,000	–	–	0.02%	270
2021 Q2	$297K	Hold	12,000	–	–	0.02%	289
2021 Q1	$298K	Buy	+12,000	New	+$298K	0.03%	277

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Beaumont Financial Advisors's IBDM Position: Q4 2021 in Review

Beaumont Financial Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 12,000 shares — an estimated $297K sold.

Beaumont Financial Advisors first reported a position in IBDM in Q1 2021 and held it in 3 quarters. The position peaked at $298K in Q1 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Beaumont Financial Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 12,000 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $297K.
Beaumont Financial Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2021 and held it in 3 quarters.
Beaumont Financial Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $298K in Q1 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Beaumont Financial Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.