Beaumont Financial Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Sell |
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|
2025
Q1 | $791K | Sell |
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|
2024
Q4 | $787K | Buy |
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|
2024
Q3 | $801K | Buy |
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|
2024
Q2 | $748K | Sell |
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|
2024
Q1 | $756K | Sell |
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|
2023
Q4 | $850K | Buy |
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|
2023
Q3 | $785K | Sell |
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|
2023
Q2 | $900K | Buy |
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|
2023
Q1 | $905K | Sell |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $960K | Buy |
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|
2021
Q4 | $935K | Sell |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $762K | Buy |
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|
2020
Q3 | $740K | Sell |
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|
2020
Q2 | $787K | Sell |
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|
2020
Q1 | $2.73M | Sell |
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|
2019
Q4 | $7.95M | Buy |
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|
2019
Q3 | $7.84M | Buy |
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|
2019
Q2 | $7.39M | Sell |
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|
2019
Q1 | $9.42M | Buy |
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|
2018
Q4 | $3.07M | Sell |
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|
2018
Q3 | $3.75M | Buy |
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|
2018
Q2 | $3.54M | Sell |
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|
2018
Q1 | $3.75M | Buy |
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|
2017
Q4 | $3.56M | Buy |
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|
2017
Q3 | $3.59M | Sell |
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|
2017
Q2 | $3.66M | Sell |
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|
2017
Q1 | $3.82M | Buy |
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|
2016
Q4 | $3.73M | Buy |
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|
2016
Q3 | $3.22M | Buy |
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|
2016
Q2 | $3.14M | Sell |
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|
2016
Q1 | $3.44M | Sell |
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|
2015
Q4 | $9.44M | Buy |
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|
2015
Q3 | $2.98M | Hold |
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|
2015
Q2 | $2.98M | Sell |
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|
2015
Q1 | $3.4M | Sell |
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|
2014
Q4 | $22.7M | Sell |
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|
2014
Q3 | $33.5M | Sell |
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|
2014
Q2 | $42.1M | Sell |
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|
2014
Q1 | $45.5M | Sell |
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|
2013
Q4 | $45.5M | Buy |
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|
2013
Q3 | $46.6M | Buy |
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|
2013
Q2 | $44.1M | Buy |
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