Beaumont Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-77,930
| Closed | -$3.92M | – | 73 |
|
|
2024
Q4 | $3.92M | Sell |
77,930
-1,835
| -2% | -$92.3K | 3.02% | 14 |
|
|
2024
Q3 | $4.19M | Buy |
79,765
+168
| +0.2% | +$8.83K | 3.08% | 16 |
|
|
2024
Q2 | $4M | Sell |
79,597
-4,246
| -5% | -$213K | 3.12% | 15 |
|
|
2024
Q1 | $4.26M | Buy |
83,843
+22,966
| +38% | +$1.17M | 3.13% | 13 |
|
|
2023
Q4 | $3.12M | Buy |
60,877
+711
| +1% | +$36.4K | 2.37% | 20 |
|
|
2023
Q3 | $2.89M | Buy |
60,166
+1,260
| +2% | +$60.6K | 2.08% | 17 |
|
|
2023
Q2 | $2.95M | Sell |
58,906
-344
| -0.6% | -$17.2K | 2.05% | 16 |
|
|
2023
Q1 | $3M | Buy |
+59,250
| New | +$3M | 2.09% | 16 |
|
|
2022
Q1 | – | Sell |
-50,703
| Closed | -$3.03M | – | 49 |
|
|
2021
Q4 | $3.03M | Buy |
+50,703
| New | +$3.03M | 1.75% | 27 |
|