BWP
Baldwin Wealth Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-940
| Closed | -$48K | – | 686 |
|
|
2022
Q2 | $48K | Sell |
940
-1,696
| -64% | -$86.6K | 0.01% | 358 |
|
|
2022
Q1 | $145K | Hold |
2,636
| – | – | 0.02% | 239 |
|
|
2021
Q4 | $156K | Sell |
2,636
-424
| -14% | -$25.1K | 0.02% | 222 |
|
|
2021
Q3 | $184K | Sell |
3,060
-3,347
| -52% | -$201K | 0.02% | 205 |
|
|
2021
Q2 | $388K | Buy |
6,407
+5,007
| +358% | +$303K | 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 | +$74K | 0.01% | 274 |
|
|
2016
Q3 | – | Sell |
-700
| Closed | -$78K | – | 547 |
|
|
2016
Q2 | $78K | Hold |
700
| – | – | 0.02% | 231 |
|
|
2016
Q1 | $77K | Buy |
+700
| New | +$77K | 0.01% | 263 |
|