Beaumont Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-77,930	Closed	-$3.92M	–	73
2024 Q4	$3.92M	Sell	77,930 -1,835	-2%	-$94K	3.02%	14
2024 Q3	$4.19M	Buy	79,765 +168	+0.2%	+$8.67K	3.08%	16
2024 Q2	$4M	Sell	79,597 -4,246	-5%	-$212K	3.12%	15
2024 Q1	$4.26M	Buy	83,843 +22,966	+38%	+$1.16M	3.13%	13
2023 Q4	$3.12M	Buy	60,877 +711	+1%	+$34.7K	2.37%	20
2023 Q3	$2.89M	Buy	60,166 +1,260	+2%	+$62K	2.08%	17
2023 Q2	$2.95M	Sell	58,906 -344	-0.6%	-$17.3K	2.05%	16
2023 Q1	$3M	Buy	+59,250	New	+$2.98M	2.09%	16
2022 Q1	–	Sell	-50,703	Closed	-$3.03M	–	49
2021 Q4	$3.03M	Buy	+50,703	New	+$3.04M	1.75%	27

Other funds holding USIG

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Beaumont Capital Management's USIG Position: Q1 2025 in Review

Beaumont Capital Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2025, closing a stake of 77,930 shares — an estimated $3.92M sold.

Beaumont Capital Management first reported a position in USIG in Q4 2021 and held it in 9 quarters. The position peaked at $4.26M in Q1 2024. 423 funds tracked by Wall St. Rank hold USIG as of Q1 2025.

Beaumont Capital Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Beaumont Capital Management sold 77,930 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $3.92M.
Beaumont Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and held it in 9 quarters.
Beaumont Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $4.26M in Q1 2024.
423 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Beaumont Capital Management's 13F filing for Q1 2025, filed 15 May 2025.