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

Beaumont Financial Advisors’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
2026 Q1	$970K	Buy	18,452 +3,860	+26%	+$204K	0.07%	167
2025 Q4	$772K	Sell	14,592 -139	-0.9%	-$7.36K	0.05%	185
2025 Q3	$781K	Buy	14,731 +135	+0.9%	+$7.13K	0.05%	186
2025 Q2	$770K	Sell	14,596 -504	-3%	-$26.3K	0.06%	175
2025 Q1	$791K	Sell	15,100 -123	-0.8%	-$6.39K	0.06%	171
2024 Q4	$787K	Buy	15,223 +15	+0.1%	+$780	0.06%	173
2024 Q3	$801K	Buy	15,208 +603	+4%	+$31.4K	0.06%	163
2024 Q2	$748K	Sell	14,605 -137	-0.9%	-$6.99K	0.06%	171
2024 Q1	$756K	Sell	14,742 -1,839	-11%	-$94.1K	0.06%	167
2023 Q4	$850K	Buy	16,581 +820	+5%	+$41.2K	0.08%	145
2023 Q3	$785K	Sell	15,761 -2,172	-12%	-$109K	0.08%	141
2023 Q2	$900K	Buy	17,933 +29	+0.2%	+$1.46K	0.08%	146
2023 Q1	$905K	Sell	17,904 -2,313	-11%	-$116K	0.09%	132
2022 Q4	$1.01M	Buy	20,217 +13,338	+194%	+$660K	0.1%	122
2022 Q3	$339K	Buy	6,879 +9	+0.1%	+$454	0.03%	216
2022 Q2	$347K	Sell	6,870 -11,685	-63%	-$595K	0.03%	216
2022 Q1	$960K	Buy	18,555 +1,197	+7%	+$63.1K	0.07%	155
2021 Q4	$935K	Sell	17,358 -5,940	-25%	-$322K	0.07%	152
2021 Q3	$1.27M	Buy	23,298 +1,938	+9%	+$106K	0.1%	123
2021 Q2	$1.17M	Buy	21,360 +912	+4%	+$50K	0.09%	128
2021 Q1	$1.12M	Buy	20,448 +6,638	+48%	+$365K	0.09%	134
2020 Q4	$762K	Buy	13,810 +327	+2%	+$18K	0.07%	163
2020 Q3	$740K	Sell	13,483 -894	-6%	-$49.1K	0.07%	165
2020 Q2	$787K	Sell	14,377 -37,807	-72%	-$2.04M	0.08%	151
2020 Q1	$2.73M	Sell	52,184 -96,046	-65%	-$5.11M	0.34%	58
2019 Q4	$7.95M	Buy	148,230 +2,166	+1%	+$116K	0.78%	42
2019 Q3	$7.84M	Buy	146,064 +7,702	+6%	+$412K	0.78%	42
2019 Q2	$7.39M	Sell	138,362 -40,009	-22%	-$2.12M	0.76%	40
2019 Q1	$9.42M	Buy	178,371 +118,858	+200%	+$6.2M	1.01%	36
2018 Q4	$3.07M	Sell	59,513 -12,879	-18%	-$664K	0.5%	46
2018 Q3	$3.75M	Buy	72,392 +4,174	+6%	+$216K	0.37%	62
2018 Q2	$3.54M	Sell	68,218 -4,096	-6%	-$212K	0.37%	58
2018 Q1	$3.75M	Buy	72,314 +4,146	+6%	+$216K	0.42%	55
2017 Q4	$3.56M	Buy	68,168 +88	+0.1%	+$4.62K	0.42%	60
2017 Q3	$3.59M	Sell	68,080 -1,478	-2%	-$77.9K	0.45%	58
2017 Q2	$3.66M	Sell	69,558 -3,054	-4%	-$161K	0.47%	58
2017 Q1	$3.82M	Buy	72,612 +1,624	+2%	+$85.3K	0.52%	59
2016 Q4	$3.73M	Buy	70,988 +10,036	+16%	+$528K	0.56%	59
2016 Q3	$3.22M	Buy	60,952 +1,728	+3%	+$91.5K	0.51%	68
2016 Q2	$3.14M	Sell	59,224 -5,954	-9%	-$314K	0.52%	67
2016 Q1	$3.44M	Sell	65,178 -115,400	-64%	-$6.05M	0.56%	60
2015 Q4	$9.44M	Buy	180,578 +123,984	+219%	+$6.51M	1.56%	26
2015 Q3	$2.98M	Hold	56,594	–	–	0.43%	71
2015 Q2	$2.98M	Sell	56,594 -7,932	-12%	-$418K	0.43%	71
2015 Q1	$3.4M	Sell	64,526 -368,010	-85%	-$19.4M	0.12%	81
2014 Q4	$22.7M	Sell	432,536 -204,360	-32%	-$10.8M	1.09%	38
2014 Q3	$33.5M	Sell	636,896 -159,318	-20%	-$8.4M	2.19%	1
2014 Q2	$42.1M	Sell	796,214 -65,878	-8%	-$3.48M	2.98%	1
2014 Q1	$45.5M	Sell	862,092 -468,546	-35%	-$24.7M	3.73%	4
2013 Q4	$45.5M	Buy	1,330,638 +443,740	+50%	+$23.4M	3.74%	1
2013 Q3	$46.6M	Buy	886,898 +46,380	+6%	+$2.43M	4.14%	2
2013 Q2	$44.1M	Buy	+840,518	New	+$44.3M	4.08%	2