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Ishares Tr shares owned by Beaumont Asset Management

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

Historical chart of Beaumont Asset Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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
2026-06-30 $249k 9.7k 25.75

More positions owned by Beaumont Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Series Trust St Str Sp Semi (XSD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds Dec 2031 (IBDW)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibonds Dec 2030 (IBDV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Beaumont Asset Management

Top funds holding Ishares Tr

Capital Investment Advisors
Morgan Stanley
Bank of America Corporation
Capital Advisors
Sigma Investment Counselors
Summit Financial
Golub Group
MV Capital Management
Us Bancorp
HighTower Advisors
Raymond James Financial
Envision Financial Planning
Ameriprise Financial
Wells Fargo & Company
UBS Group

View all funds holding Ishares Tr