Beaumont Financial Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $220K | Buy |
4,550
+28
| +0.6% | +$1.36K | 0.02% | 343 |
|
|
2025
Q4 | $220K | Buy |
4,522
+57
| +1% | +$2.78K | 0.01% | 348 |
|
|
2025
Q3 | $218K | Buy |
4,465
+43
| +1% | +$2.09K | 0.01% | 378 |
|
|
2025
Q2 | $215K | Buy |
4,422
+41
| +0.9% | +$1.98K | 0.02% | 356 |
|
|
2025
Q1 | $212K | Buy |
4,381
+26
| +0.6% | +$1.25K | 0.02% | 352 |
|
|
2024
Q4 | $208K | Sell |
4,355
-208
| -5% | -$9.98K | 0.02% | 355 |
|
|
2024
Q3 | $222K | Buy |
4,563
+40
| +0.9% | +$1.93K | 0.02% | 325 |
|
|
2024
Q2 | $214K | Sell |
4,523
-667
| -13% | -$31.5K | 0.02% | 339 |
|
|
2024
Q1 | $246K | Buy |
5,190
+24
| +0.5% | +$1.14K | 0.02% | 314 |
|
|
2023
Q4 | $246K | Buy |
5,166
+46
| +0.9% | +$2.15K | 0.02% | 295 |
|
|
2023
Q3 | $237K | Buy |
5,120
+30
| +0.6% | +$1.4K | 0.02% | 285 |
|
|
2023
Q2 | $237K | Buy |
5,090
+28
| +0.6% | +$1.32K | 0.02% | 306 |
|
|
2023
Q1 | $239K | Sell |
5,062
-2,376
| -32% | -$111K | 0.02% | 278 |
|
|
2022
Q4 | $345K | Sell |
7,438
-2,098
| -22% | -$97.1K | 0.03% | 224 |
|
|
2022
Q3 | $440K | Buy |
9,536
+20
| +0.2% | +$944 | 0.04% | 181 |
|
|
2022
Q2 | $451K | Buy |
9,516
+17
| +0.2% | +$811 | 0.04% | 189 |
|
|
2022
Q1 | $460K | Buy |
9,499
+3,996
| +73% | +$197K | 0.04% | 221 |
|
|
2021
Q4 | $278K | Hold |
5,503
| – | – | 0.02% | 286 |
|
|
2021
Q3 | $281K | Sell |
5,503
-94
| -2% | -$4.82K | 0.02% | 279 |
|
|
2021
Q2 | $287K | Sell |
5,597
-134
| -2% | -$6.88K | 0.02% | 295 |
|
|
2021
Q1 | $294K | Sell |
5,731
-66
| -1% | -$3.4K | 0.02% | 280 |
|
|
2020
Q4 | $299K | Hold |
5,797
| – | – | 0.03% | 271 |
|
|
2020
Q3 | $299K | Hold |
5,797
| – | – | 0.03% | 261 |
|
|
2020
Q2 | $298K | Hold |
5,797
| – | – | 0.03% | 232 |
|
|
2020
Q1 | $293K | Hold |
5,797
| – | – | 0.04% | 187 |
|
|
2019
Q4 | $292K | Hold |
5,797
| – | – | 0.03% | 225 |
|
|
2019
Q3 | $293K | Sell |
5,797
-993
| -15% | -$50.1K | 0.03% | 220 |
|
|
2019
Q2 | $342K | Buy |
+6,790
| New | +$339K | 0.04% | 182 |
|
|
2016
Q4 | – | Sell |
-4,088
| Closed | -$207K | – | 162 |
|
|
2016
Q3 | $207K | Sell |
4,088
-4
| -0.1% | -$203 | 0.03% | 140 |
|
|
2016
Q2 | $207K | Buy |
+4,092
| New | +$206K | 0.03% | 134 |
|
|
2015
Q1 | – | Sell |
-16,020
| Closed | -$803K | – | 152 |
|
|
2014
Q4 | $803K | Sell |
16,020
-38
| -0.2% | -$1.91K | 0.04% | 97 |
|
|
2014
Q3 | $804K | Sell |
16,058
-84
| -0.5% | -$4.21K | 0.05% | 106 |
|
|
2014
Q2 | $812K | Sell |
16,142
-5,924
| -27% | -$297K | 0.06% | 114 |
|
|
2014
Q1 | $1.11M | Sell |
22,066
-468
| -2% | -$23.5K | 0.09% | 87 |
|
|
2013
Q4 | $1.13M | Buy |
+22,534
| New | +$1.13M | 0.09% | 88 |
|
Other funds holding ISTB
AA
ST
SSWG
TA