Beaumont Asset Management, L.L.C. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Beaumont Asset Management, L.L.C.
- $181 Million
- Q2 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 233,935 shares of IBDR stock, worth $5.56 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
233,935
Previous 212,647
10.01%
Holding current value
$5.56 Million
Previous $5.05 Million
10.0%
% of portfolio
3.07%
Previous 3.11%
Shares
4 transactions
Others Institutions Holding IBDR
# of Institutions
457Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio