Beaumont Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Beaumont Capital Management’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-46,597	Closed	-$2.44M	–	56
2025 Q1	$2.44M	Sell	46,597 -1,169	-2%	-$60.8K	1.8%	21
2024 Q4	$2.47M	Sell	47,766 -1,553	-3%	-$80.7K	1.9%	19
2024 Q3	$2.6M	Buy	+49,319	New	+$2.57M	1.91%	21
2023 Q1	–	Sell	-59,345	Closed	-$2.96M	–	46
2022 Q4	$2.96M	Buy	+59,345	New	+$2.94M	2.08%	17

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beaumont Capital Management's IGSB Position: Q2 2025 in Review

Beaumont Capital Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 46,597 shares — an estimated $2.44M sold.

Beaumont Capital Management first reported a position in IGSB in Q4 2022 and held it in 4 quarters. The position peaked at $2.96M in Q4 2022. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

Beaumont Capital Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Beaumont Capital Management sold 46,597 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $2.44M.
Beaumont Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Beaumont Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.96M in Q4 2022.
944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Beaumont Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.