Beaumont Asset Management, L.L.C. Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Beaumont Asset Management, L.L.C. holds 48,674 shares of IBDU stock, worth $1.13 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
48,674
Previous 44,415
9.59%
Holding current value
$1.13 Million
Previous $1.03 Million
10.52%
% of portfolio
0.63%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding IBDU
# of Institutions
305Shares Held
91.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$142 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Capital Advisors Inc4.46MShares$104 Million1.92% of portfolio
-
Morgan Stanley New York, NY4.08MShares$95 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.6 Million7.66% of portfolio