Beaumont Asset Management, L.L.C. IBDW Holdings History
Beaumont Asset Management, L.L.C.'s iShares iBonds Dec 2031 Term Corporate ETF Holding Summary
As of 2025-03-31, Beaumont Asset Management, L.L.C. held 57,220.00 shares of iShares iBonds Dec 2031 Term Corporate ETF(IBDW), totaling $1.19 Mil. This investment constitutes 0.72% of their stock portfolio, and Beaumont Asset Management, L.L.C. now holds 0.08% of the outstanding iShares iBonds Dec 2031 Term Corporate ETF(IBDW) stock.
The initial trade took place in 2025Q1. And since then Beaumont Asset Management, L.L.C. has made 1 purchases of IBDW, at an average price of $20.52, for a total of 57,220.00 shares. Based on historical transaction data and IBDW's current price of $20.94, Beaumont Asset Management, L.L.C.'s estimated gain on his IBDW holdings is $24,032.40, reflecting a 2.05% gain to date.
Beaumont Asset Management, L.L.C. IBDW ($20.94) Holding Chart
Beaumont Asset Management, L.L.C. IBDW ($20.94) 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
