ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 480,286 Value ($000) $48,211 Avg Close — Range —
Q3 2025
Shares 40,886 Value ($000) $4,117 Avg Close — Range —
Q2 2025
Shares 44,102 Value ($000) $4,441 Avg Close — Range —
Q1 2025
Shares 324,599 Value ($000) $32,677 Avg Close — Range —
Q4 2024
Shares 40,480 Value ($000) $4,061 Avg Close — Range —
Q3 2024
Shares 38,128 Value ($000) $3,840 Avg Close — Range —
Q2 2024
Shares 31,076 Value ($000) $3,130 Avg Close — Range —
Q1 2024
Shares 19,473 Value ($000) $1,961 Avg Close — Range —
Q4 2023
Shares 20,893 Value ($000) $2,095 Avg Close — Range —
Q3 2023
Shares 744,014 Value ($000) $74,900 Avg Close — Range —
Q2 2023
Shares 275,852 Value ($000) $27,759 Avg Close — Range —
Q1 2023
Shares 1,280,798 Value ($000) $128,823 Avg Close — Range —
Q4 2022
Shares 1,847,048 Value ($000) $184,963 Avg Close — Range —