Beaumont Financial Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Beaumont Financial Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,563 shares of ISTB stock, worth $217,883. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,563
Previous 4,523 0.88%
Holding current value
$217,883
Previous $214,000 3.74%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$47.18 - $48.74 $1,887 - $1,949
40 Added 0.88%
4,563 $222,000
Q2 2024

Jul 24, 2024
SELL
$46.84 - $47.46 $31,242 - $31,655
-667 Reduced 12.85%
4,523 $214,000
Q1 2024

May 10, 2024
BUY
$47.16 - $47.73 $1,131 - $1,145
24 Added 0.46%
5,190 $246,000
Q4 2023

Jan 31, 2024
BUY
$46.0 - $47.56 $2,116 - $2,187
46 Added 0.9%
5,166 $245,000
Q3 2023

Nov 01, 2023
BUY
$46.26 - $46.9 $1,387 - $1,407
30 Added 0.59%
5,120 $237,000
Q2 2023

Aug 02, 2023
BUY
$46.63 - $47.38 $1,305 - $1,326
28 Added 0.55%
5,090 $237,000
Q1 2023

May 08, 2023
SELL
$46.16 - $47.28 $109,676 - $112,337
-2,376 Reduced 31.94%
5,062 $238,000
Q4 2022

Jan 25, 2023
BUY
$45.61 - $46.84 $339,247 - $348,395
7,438 New
7,438 $0

About IHARES CORE 1-5 YEARS USD BOND

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  • Ticker ISTB
  • Sector ETFs
  • Industry ETFs
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