Number of Shares
53,684.00
Current Holdings Value*
$1.18 Mil
% of Portfolio
0.63%
Total Estimate Gain
$20,702.82
% of Total Estimate Gain
1.79%

Beaumont Asset Management, L.L.C.'s iShares iBonds Dec 2030 Term Corporate ETF Holding Summary

As of 2025-06-30, Beaumont Asset Management, L.L.C. held 53,684.00 shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $1.18 Mil. This investment constitutes 0.63% of their stock portfolio, and Beaumont Asset Management, L.L.C. now holds 0.06% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.

The initial trade took place in 2025Q1. And since then Beaumont Asset Management, L.L.C. has made 2 purchases of IBDV, at an average price of $21.50, for a total of 53,684.00 shares. Based on historical transaction data and IBDV's current price of $21.89, Beaumont Asset Management, L.L.C.'s estimated gain on his IBDV holdings is $20,702.82, reflecting a 1.79% gain to date.

Beaumont Asset Management, L.L.C. IBDV ($21.89) Holding Chart

Beaumont Asset Management, L.L.C. IBDV ($21.89) 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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