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

Baldwin Wealth Partners’s Portfolio IGIB Stock Details IGIB Fund Activity

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

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baldwin Wealth Partners's IGIB Position: Q3 2022 in Review

Baldwin Wealth Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 940 shares — an estimated $48K sold.

Baldwin Wealth Partners first reported a position in IGIB in Q1 2016 and held it in 18 quarters. The position peaked at $388K in Q2 2021. 485 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

Baldwin Wealth Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 940 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $48K.
Baldwin Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 18 quarters.
Baldwin Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $388K in Q2 2021.
485 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Baldwin Wealth Partners's 13F filing for Q3 2022, filed 14 Oct 2022.