Number of Shares
233,935.00
Current Holdings Value*
$5.67 Mil
% of Portfolio
3.05%
Total Estimate Gain
$26,105.61
% of Total Estimate Gain
0.46%

Beaumont Asset Management, L.L.C.'s iShares iBonds Dec 2026 Term Corporate ETF Holding Summary

As of 2025-06-30, Beaumont Asset Management, L.L.C. held 233,935.00 shares of iShares iBonds Dec 2026 Term Corporate ETF(IBDR), totaling $5.67 Mil. This investment constitutes 3.05% of their stock portfolio, and Beaumont Asset Management, L.L.C. now holds 0.17% of the outstanding iShares iBonds Dec 2026 Term Corporate ETF(IBDR) stock.

The initial trade took place in 2024Q3. And since then Beaumont Asset Management, L.L.C. has made 4 purchases of IBDR, at an average price of $24.09, for a total of 233,935.00 shares. Based on historical transaction data and IBDR's current price of $24.20, Beaumont Asset Management, L.L.C.'s estimated gain on his IBDR holdings is $26,105.61, reflecting a 0.46% gain to date.

Beaumont Asset Management, L.L.C. IBDR ($24.20) Holding Chart

Beaumont Asset Management, L.L.C. IBDR ($24.20) 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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