Beaumont Asset Management, L.L.C. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Beaumont Asset Management, L.L.C.
- $192 Million
- Q3 2025
A detailed history of Beaumont Asset Management, L.L.C. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Beaumont Asset Management, L.L.C. holds 240,325 shares of IBDR stock, worth $5.71 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
240,325
Previous 233,935
2.73%
Holding current value
$5.71 Million
Previous $5.56 Million
2.74%
% of portfolio
2.98%
Previous 3.07%
Shares
5 transactions
Others Institutions Holding IBDR
# of Institutions
464Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio