Beaumont Asset Management, L.L.C. IBDU Holdings History
Beaumont Asset Management, L.L.C.'s iShares iBonds Dec 2029 Term Corporate ETF Holding Summary
As of 2025-06-30, Beaumont Asset Management, L.L.C. held 48,674.00 shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $1.14 Mil. This investment constitutes 0.61% of their stock portfolio, and Beaumont Asset Management, L.L.C. now holds 0.04% of the outstanding iShares iBonds Dec 2029 Term Corporate ETF(IBDU) stock.
The initial trade took place in 2025Q1. And since then Beaumont Asset Management, L.L.C. has made 2 purchases of IBDU, at an average price of $22.94, for a total of 48,674.00 shares. Based on historical transaction data and IBDU's current price of $23.24, Beaumont Asset Management, L.L.C.'s estimated gain on his IBDU holdings is $14,492.68, reflecting a 1.30% gain to date.
Beaumont Asset Management, L.L.C. IBDU ($23.24) Holding Chart
Beaumont Asset Management, L.L.C. IBDU ($23.24) 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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