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Ishares Tr ibnd dec25 etf shares owned by Beaumont Asset Management

Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by Beaumont Asset Management from 13F filings

Historical chart of Beaumont Asset Management investment in Ishares Tr ibnd dec25 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec25 etf held by Beaumont Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibnd dec25 etf by Beaumont Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 198k 25.10
2024-06-30 $3.2M 128k 24.86
2024-03-31 $2.6M 106k 24.81
2023-12-31 $2.7M 110k 24.76

More positions owned by Beaumont Asset Management

Ishares Tr Core S&p500 Etf (IVV)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Ibonds Dec2026 (IBDR)
Servicenow (NOW)
Amazon (AMZN)
Select Sector Spdr Tr Energy (XLE)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Spdr Ser Tr S&p Semicndctr (XSD)

View all positions for Beaumont Asset Management

Top funds holding Ishares Tr ibnd dec25 etf

Bank of America Corporation
Morgan Stanley
Hm Payson & Co
Mercer Global Advisors
Envestnet Asset Management
LPL Financial
Sound View Wealth Advisors Group
Raymond James Financial Services Advisors
Goss Wealth Management
Wells Fargo & Company
Royal Bank of Canada
Us Bancorp
Stifel Financial
Gratus Wealth Advisors
Stratos Wealth Partners

View all funds holding Ishares Tr ibnd dec25 etf