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Ishares Tr ibonds dec2026 shares owned by Beaumont Asset Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Beaumont Asset Management from 13F filings

Historical chart of Beaumont Asset Management investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec2026 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 ibonds dec2026 by Beaumont Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 240k 24.30
2025-06-30 $5.7M 234k 24.25
2025-03-31 $5.1M 213k 24.21
2024-12-31 $4.7M 194k 24.07
2024-09-30 $3.9M 162k 24.30

More positions owned by Beaumont Asset Management

Ishares Tr Core S&p500 Etf (IVV)
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Microsoft Corporation (MSFT)
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Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Spdr Series Trust S&p Semicndctr (XSD)
Blackrock (BLK)
Broadcom (AVGO)
Servicenow (NOW)

View all positions for Beaumont Asset Management

Top funds holding Ishares Tr ibonds dec2026

Morgan Stanley
Lido Advisors
Mercer Global Advisors
Hm Payson & Co
LPL Financial
Raymond James Financial
Sound View Wealth Advisors Group
Sarver Vrooman Wealth Advisors
Royal Bank of Canada
Captrust Financial Advisors
Ameriprise Financial
Gratus Wealth Advisors
Pamela Horwath
Kathmere Capital Management
Wells Fargo & Company

View all funds holding Ishares Tr ibonds dec2026