BWP
IGSB icon

Baldwin Wealth Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Baldwin Wealth Partners’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,200
Closed -$63.2K – 612
2024
Q3 		$63.2K Hold
1,200
– – ﹤0.01% 502
2024
Q2 		$61.5K Hold
1,200
– – ﹤0.01% 319
2024
Q1 		$61.5K Hold
1,200
– – ﹤0.01% 344
2023
Q4 		$61.5K Hold
1,200
– – ﹤0.01% 353
2023
Q3 		$59.8K Hold
1,200
– – 0.01% 370
2023
Q2 		$60.2K Hold
1,200
– – ﹤0.01% 389
2023
Q1 		$60.6K Hold
1,200
– – 0.01% 402
2022
Q4 		$59.8K Buy
+1,200
New +$59.4K 0.01% 392
2022
Q3 		– Sell
-936
Closed -$47K – 687
2022
Q2 		$47K Hold
936
– – 0.01% 361
2022
Q1 		$48K Hold
936
– – 0.01% 376
2021
Q4 		$50K Hold
936
– – 0.01% 345
2021
Q3 		$51K Hold
936
– – 0.01% 345
2021
Q2 		$51K Hold
936
– – 0.01% 354
2021
Q1 		$51K Hold
936
– – 0.01% 345
2020
Q4 		$52K Hold
936
– – 0.01% 316
2020
Q3 		$51K Hold
936
– – 0.01% 296
2020
Q2 		$51K Hold
936
– – 0.01% 291
2020
Q1 		$49K Buy
+936
New +$49.8K 0.01% 276

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baldwin Wealth Partners's IGSB Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2024, closing a stake of 1,200 shares — an estimated $63.2K sold.

Baldwin Wealth Partners first reported a position in IGSB in Q1 2020 and held it in 18 quarters. The position peaked at $63.2K in Q3 2024. 955 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,200 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $63.2K.
  • Baldwin Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 18 quarters.
  • Baldwin Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $63.2K in Q3 2024.
  • 955 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.