Beaumont Financial Advisors’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-1,902	Closed	-$184K	–	172
2014 Q2	$184K	Buy	+1,902	New	+$182K	0.01%	157
2014 Q1	–	Sell	-2,510	Closed	-$237K	–	144
2013 Q4	$237K	Sell	2,510 -577	-19%	-$54.9K	0.02%	135
2013 Q3	$294K	Buy	3,087 +746	+32%	+$69.7K	0.03%	124
2013 Q2	$215K	Buy	+2,341	New	+$218K	0.02%	141

Other funds holding ISHG

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Kanaly Trust Houston, Texas $471M AUM 15.12% 1-Year Est. Return

Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return

Beaumont Financial Advisors's ISHG Position: Q3 2014 in Review

Beaumont Financial Advisors sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q3 2014, closing a stake of 1,902 shares — an estimated $184K sold.

Beaumont Financial Advisors first reported a position in ISHG in Q2 2013 and held it in 4 quarters. The position peaked at $294K in Q3 2013. 44 funds tracked by Wall St. Rank hold ISHG as of Q3 2014.

Beaumont Financial Advisors reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q3 2014 after selling out during the quarter.
Beaumont Financial Advisors sold 1,902 iShares 1-3 Year International Treasury Bond ETF shares in Q3 2014, an estimated $184K.
Beaumont Financial Advisors first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2013 and held it in 4 quarters.
Beaumont Financial Advisors's iShares 1-3 Year International Treasury Bond ETF position peaked at $294K in Q3 2013.
44 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q3 2014.

Based on Beaumont Financial Advisors's 13F filing for Q3 2014, filed 6 Nov 2014.