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Beaumont Financial Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Beaumont Financial Advisors’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,068
Closed -$204K – 354
2023
Q2 		$204K Buy
4,068
+10
+0.2% +$502 0.02% 323
2023
Q1 		$206K Buy
+4,058
New +$204K 0.02% 297
2022
Q1 		– Sell
-4,008
Closed -$239K – 384
2021
Q4 		$239K Sell
4,008
-152
-4% -$9.12K 0.02% 322
2021
Q3 		$250K Buy
+4,160
New +$253K 0.02% 300
2021
Q1 		– Sell
-4,884
Closed -$303K – 366
2020
Q4 		$303K Sell
4,884
-13,380
-73% -$819K 0.03% 261
2020
Q3 		$1.11M Buy
+18,264
New +$1.12M 0.11% 135
2019
Q3 		– Sell
-30,327
Closed -$1.73M – 289
2019
Q2 		$1.73M Buy
30,327
+18,294
+152% +$1.02M 0.18% 88
2019
Q1 		$665K Buy
+12,033
New +$650K 0.07% 138
2017
Q3 		– Sell
-27,568
Closed -$1.54M – 188
2017
Q2 		$1.54M Buy
+27,568
New +$1.53M 0.2% 85
2016
Q1 		– Sell
-71,376
Closed -$3.81M – 150
2015
Q4 		$3.81M Buy
+71,376
New +$3.86M 0.63% 56
2015
Q2 		– Sell
-993,356
Closed -$56.3M – 155
2015
Q1 		$56.3M Buy
+993,356
New +$56.1M 1.96% 14
2013
Q3 		– Sell
-75,214
Closed -$4.04M – 173
2013
Q2 		$4.04M Buy
+75,214
New +$4.2M 0.37% 71

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Beaumont Financial Advisors's USIG Position: Q3 2023 in Review

Beaumont Financial Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2023, closing a stake of 4,068 shares — an estimated $204K sold.

Beaumont Financial Advisors first reported a position in USIG in Q2 2013 and held it in 12 quarters. The position peaked at $56.3M in Q1 2015. 338 funds tracked by Wall St. Rank hold USIG as of Q3 2023.

  • Beaumont Financial Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Beaumont Financial Advisors sold 4,068 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $204K.
  • Beaumont Financial Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and held it in 12 quarters.
  • Beaumont Financial Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $56.3M in Q1 2015.
  • 338 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Beaumont Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.