Beaumont Asset Management, L.L.C. IBDR Holdings History
Beaumont Asset Management, L.L.C.'s iShares iBonds Dec 2026 Term Corporate ETF Holding Summary
As of 2025-03-31, Beaumont Asset Management, L.L.C. held 212,647.00 shares of iShares iBonds Dec 2026 Term Corporate ETF(IBDR), totaling $5.15 Mil. This investment constitutes 3.11% of their stock portfolio, and Beaumont Asset Management, L.L.C. now holds 0.16% 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 3 purchases of IBDR, at an average price of $24.08, for a total of 212,647.00 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 $25,254.09, reflecting a 0.49% 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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