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Ishares Tr ibonds etf shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds etf held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds etf by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 50k 24.24

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View all positions for Beaumont Financial Advisors

Top funds holding Ishares Tr ibonds etf

Bank of America Corporation
Mercer Global Advisors
Lido Advisors
Morgan Stanley
UBS Group
Hm Payson & Co
LPL Financial
Raymond James Financial
Sound View Wealth Advisors Group
Capital Advisors
Ameriprise Financial
HighTower Advisors
Capital Investment Advisors
Royal Bank of Canada
Wells Fargo & Company

View all funds holding Ishares Tr ibonds etf