Baldwin Wealth Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-940	Closed	-$48K	–	686
2022 Q2	$48K	Sell	940 -1,696	-64%	-$88.4K	0.01%	358
2022 Q1	$145K	Hold	2,636	–	–	0.02%	239
2021 Q4	$156K	Sell	2,636 -424	-14%	-$25.2K	0.02%	222
2021 Q3	$184K	Sell	3,060 -3,347	-52%	-$203K	0.02%	205
2021 Q2	$388K	Buy	6,407 +5,007	+358%	+$300K	0.04%	144
2021 Q1	$83K	Hold	1,400	–	–	0.01%	279
2020 Q4	$87K	Hold	1,400	–	–	0.01%	261
2020 Q3	$85K	Hold	1,400	–	–	0.01%	239
2020 Q2	$85K	Hold	1,400	–	–	0.01%	237
2020 Q1	$77K	Hold	1,400	–	–	0.01%	228
2019 Q4	$81K	Hold	1,400	–	–	0.01%	260
2019 Q3	$81K	Hold	1,400	–	–	0.01%	254
2019 Q2	$80K	Hold	1,400	–	–	0.01%	264
2019 Q1	$77K	Hold	1,400	–	–	0.01%	262
2018 Q4	$73K	Hold	1,400	–	–	0.01%	251
2018 Q3	$74K	Buy	+1,400	New	+$74.5K	0.01%	274
2016 Q3	–	Sell	-1,400	Closed	-$78K	–	547
2016 Q2	$78K	Hold	1,400	–	–	0.02%	231
2016 Q1	$77K	Buy	+1,400	New	+$75.6K	0.01%	264