Beaumont Financial Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Beaumont Financial Advisors’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,003	Closed	-$354K	–	334
2023 Q2	$354K	Sell	7,003 -15	-0.2%	-$762	0.03%	241
2023 Q1	$360K	Buy	+7,018	New	+$356K	0.04%	221
2021 Q1	–	Sell	-4,898	Closed	-$303K	–	350
2020 Q4	$303K	Sell	4,898 -13,357	-73%	-$817K	0.03%	259
2020 Q3	$1.11M	Buy	+18,255	New	+$1.11M	0.11%	134
2019 Q3	–	Sell	-30,445	Closed	-$1.73M	–	281
2019 Q2	$1.73M	Sell	30,445 -1,452	-5%	-$80.6K	0.18%	87
2019 Q1	$1.76M	Buy	+31,897	New	+$1.71M	0.19%	85
2018 Q4	–	Sell	-13,078	Closed	-$694K	–	216
2018 Q3	$694K	Buy	13,078 +626	+5%	+$33.3K	0.07%	121
2018 Q2	$661K	Buy	12,452 +1,722	+16%	+$91.6K	0.07%	113
2018 Q1	$575K	Buy	10,730 +5,944	+124%	+$320K	0.06%	122
2017 Q4	$261K	Sell	4,786 -64	-1%	-$3.51K	0.03%	166
2017 Q3	$267K	Sell	4,850 -926	-16%	-$51K	0.03%	159
2017 Q2	$317K	Buy	5,776 +226	+4%	+$12.4K	0.04%	146
2017 Q1	$302K	Sell	5,550 -1,012	-15%	-$54.9K	0.04%	147
2016 Q4	$355K	Sell	6,562 -1,396	-18%	-$76.3K	0.05%	115
2016 Q3	$443K	Sell	7,958 -1,572	-16%	-$87.5K	0.07%	105
2016 Q2	$530K	Sell	9,530 -426	-4%	-$23.4K	0.09%	95
2016 Q1	$547K	Sell	9,956 -109,196	-92%	-$5.9M	0.09%	91
2015 Q4	$6.39M	Buy	119,152 +36,614	+44%	+$1.98M	1.05%	38
2015 Q3	$4.57M	Hold	82,538	–	–	0.66%	58
2015 Q2	$4.57M	Sell	82,538 -780,404	-90%	-$42.8M	0.66%	58
2015 Q1	$47.8M	Buy	862,942 +849,562	+6,349%	+$46.8M	1.66%	15
2014 Q4	$731K	Sell	13,380 -4,924	-27%	-$270K	0.04%	100
2014 Q3	$1M	Buy	+18,304	New	+$1.01M	0.07%	102
2013 Q4	–	Sell	-63,990	Closed	-$3.45M	–	154
2013 Q3	$3.45M	Sell	63,990 -11,038	-15%	-$593K	0.31%	71
2013 Q2	$4.04M	Buy	+75,028	New	+$4.14M	0.37%	69

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beaumont Financial Advisors's IGIB Position: Q3 2023 in Review

Beaumont Financial Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2023, closing a stake of 7,003 shares — an estimated $354K sold.

Beaumont Financial Advisors first reported a position in IGIB in Q2 2013 and held it in 25 quarters. The position peaked at $47.8M in Q1 2015. 517 funds tracked by Wall St. Rank hold IGIB as of Q3 2023.

Beaumont Financial Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 7,003 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $354K.
Beaumont Financial Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 25 quarters.
Beaumont Financial Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $47.8M in Q1 2015.
517 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Beaumont Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.