Beaumont Financial Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.17M	Sell	50,327 -1,035	-2%	-$24K	0.07%	155
2026 Q1	$1.19M	Buy	+51,362	New	+$1.2M	0.08%	148

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Beaumont Financial Advisors's IBDU Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2% in Q2 2026, selling an estimated $24K and leaving 50,327 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #155.

Beaumont Financial Advisors first reported a position in IBDU in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.19M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Beaumont Financial Advisors held 50,327 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.17M as of Q2 2026.
Beaumont Financial Advisors sold 1,035 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $24K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.07% of Beaumont Financial Advisors's portfolio in Q2 2026, its #155 holding.
Beaumont Financial Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
Beaumont Financial Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.19M in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.