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Ishares Tr shares owned by Beaumont Asset Management

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

Historical chart of Beaumont Asset Management investment in Ishares Tr

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All positions including Ishares Tr 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 by Beaumont Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 55k 22.15
2025-06-30 $1.2M 54k 21.98
2025-03-31 $1.1M 49k 21.72