Beaumont Asset Management, L.L.C. IBDQ Holdings History
Beaumont Asset Management, L.L.C.'s iShares iBonds Dec 2025 Term Corporate ETF Holding Summary
As of 2025-03-31, Beaumont Asset Management, L.L.C. held 326,209.00 shares of iShares iBonds Dec 2025 Term Corporate ETF(IBDQ), totaling $8.20 Mil. This investment constitutes 4.96% of their stock portfolio, and Beaumont Asset Management, L.L.C. now holds 0.27% of the outstanding iShares iBonds Dec 2025 Term Corporate ETF(IBDQ) stock.
The initial trade took place in 2023Q4. And since then Beaumont Asset Management, L.L.C. has made 4 purchases of IBDQ, at an average price of $24.88, for a total of 425,378.00 shares. In addition, there have been 2 sales at an average price of $25.10 for 99,169.00 shares. Based on historical transaction data and IBDQ's current price of $25.14, Beaumont Asset Management, L.L.C.'s estimated gain on his IBDQ holdings is $106,936.96, reflecting a 1.01% gain to date.
Beaumont Asset Management, L.L.C. IBDQ ($25.14) Holding Chart
Beaumont Asset Management, L.L.C. IBDQ ($25.14) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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