Beaumont Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,064	Closed	-$225K	–	336
2022 Q3	$225K	Hold	5,064	–	–	0.02%	278
2022 Q2	$237K	Hold	5,064	–	–	0.02%	275
2022 Q1	$251K	Hold	5,064	–	–	0.02%	309
2021 Q4	$268K	Hold	5,064	–	–	0.02%	292
2021 Q3	$270K	Hold	5,064	–	–	0.02%	289
2021 Q2	$271K	Hold	5,064	–	–	0.02%	308
2021 Q1	$267K	Hold	5,064	–	–	0.02%	294
2020 Q4	$276K	Hold	5,064	–	–	0.02%	283
2020 Q3	$275K	Hold	5,064	–	–	0.03%	270
2020 Q2	$275K	Hold	5,064	–	–	0.03%	235
2020 Q1	$266K	Hold	5,064	–	–	0.03%	204
2019 Q4	$264K	Hold	5,064	–	–	0.03%	241
2019 Q3	$265K	Sell	5,064 -1,135	-18%	-$59.1K	0.03%	231
2019 Q2	$320K	Hold	6,199	–	–	0.03%	186
2019 Q1	$314K	Hold	6,199	–	–	0.03%	180
2018 Q4	$305K	Hold	6,199	–	–	0.05%	154
2018 Q3	$305K	Hold	6,199	–	–	0.03%	186
2018 Q2	$306K	Hold	6,199	–	–	0.03%	163
2018 Q1	$310K	Hold	6,199	–	–	0.03%	169
2017 Q4	$315K	Buy	+6,199	New	+$316K	0.04%	146

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beaumont Financial Advisors's IUSB Position: Q4 2022 in Review

Beaumont Financial Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2022, closing a stake of 5,064 shares — an estimated $225K sold.

Beaumont Financial Advisors first reported a position in IUSB in Q4 2017 and held it in 20 quarters. The position peaked at $320K in Q2 2019. 525 funds tracked by Wall St. Rank hold IUSB as of Q4 2022.

Beaumont Financial Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2022 after selling out during the quarter.
Beaumont Financial Advisors sold 5,064 iShares Core Universal USD Bond ETF shares in Q4 2022, an estimated $225K.
Beaumont Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and held it in 20 quarters.
Beaumont Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $320K in Q2 2019.
525 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2022.

Based on Beaumont Financial Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.