IBDR — ISHARES TR

Ownership history in Beaumont Asset Management, L.L.C.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Beaumont Asset Management, L.L.C. reported a position in ISHARES TR (IBDR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.2% (2025 Q4)
Avg. % of fund
2.88%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 264,526 +24,201 +10.1% 3.20% $6.4M $24.07
2025 Q3 ADDED 240,325 +6,390 +2.7% 2.94% $5.8M $23.80
2025 Q2 ADDED 233,935 +21,288 +10.0% 3.05% $5.7M $23.50
2025 Q1 ADDED 212,647 +18,815 +9.7% 3.11% $5.1M $23.22
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDR price (monthly, adj. close)

Other funds also holding IBDR

As of 2025 Q4 — sorted by position size

IFS Advisors, LLC 3Y 11.78% COWA, LLC 3Y 5.84% Gratus Wealth Advisors, LLC 4.83% Keeler Thomas Management LLC 3Y 7Y 4.33% ARCADIA INVESTMENT ADVISORS LLC 4.23% NovaPoint Capital, LLC 3Y 4.07% Cornerstone Planning, LLC 3.35% Sound View Wealth Advisors Group, LLC 3Y 3.27% Madden Advisory Services, Inc. 3Y 7Y 3.08% MOSELEY INVESTMENT MANAGEMENT INC 3Y 3.08%
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