Beaumont Asset Management, L.L.C. Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Beaumont Asset Management, L.L.C. holds 69,941 shares of IBDW stock, worth $1.48 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
69,941
Previous 60,626
15.36%
Holding current value
$1.48 Million
Previous $1.28 Million
16.39%
% of portfolio
0.77%
Previous 0.71%
Shares
3 transactions
Others Institutions Holding IBDW
# of Institutions
251Shares Held
75.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$71.8 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.1 Million1.08% of portfolio