Beaumont Financial Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$215K	Buy	4,422 +41	+0.9%	+$2K	0.02%	356
2025 Q1	$212K	Buy	4,381 +26	+0.6%	+$1.26K	0.02%	352
2024 Q4	$208K	Sell	4,355 -208	-5%	-$9.94K	0.02%	355
2024 Q3	$222K	Buy	4,563 +40	+0.9%	+$1.95K	0.02%	325
2024 Q2	$214K	Sell	4,523 -667	-13%	-$31.6K	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%	+$2.19K	0.02%	295
2023 Q3	$237K	Buy	5,120 +30	+0.6%	+$1.39K	0.02%	285
2023 Q2	$237K	Buy	5,090 +28	+0.6%	+$1.31K	0.02%	306
2023 Q1	$239K	Sell	5,062 -2,376	-32%	-$112K	0.02%	278
2022 Q4	$345K	Sell	7,438 -2,098	-22%	-$97.4K	0.03%	224
2022 Q3	$440K	Buy	9,536 +20	+0.2%	+$923	0.04%	181
2022 Q2	$451K	Buy	9,516 +17	+0.2%	+$806	0.04%	189
2022 Q1	$460K	Buy	9,499 +3,996	+73%	+$194K	0.04%	221
2021 Q4	$278K	Hold	5,503	–	–	0.02%	286
2021 Q3	$281K	Sell	5,503 -94	-2%	-$4.8K	0.02%	279
2021 Q2	$287K	Sell	5,597 -134	-2%	-$6.87K	0.02%	295
2021 Q1	$294K	Sell	5,731 -66	-1%	-$3.39K	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%	-$50.2K	0.03%	220
2019 Q2	$342K	Buy	+6,790	New	+$342K	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	+$207K	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%	-$298K	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