Beaumont Asset Management, L.L.C. IBDV Holdings History
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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
