Beaumont Financial Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Beaumont Financial Advisors, LLC
- $1.24 Billion
- Q4 2025
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 52,574 shares of IBDT stock, worth $1.34 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
52,574
Previous 55,731
5.66%
Holding current value
$1.34 Million
Previous $1.42 Million
6.05%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding IBDT
# of Institutions
417Shares Held
97MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.14MShares$207 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.37MShares$111 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.63MShares$92.3 Million1.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.32MShares$84.3 Million0.14% of portfolio
-
Capital Advisors Inc3.3MShares$84 Million1.41% of portfolio