Baldwin Wealth Partners’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-287	Closed	-$22K	–	698
2022 Q1	$22K	Hold	287	–	–	﹤0.01%	469
2021 Q4	$22K	Hold	287	–	–	﹤0.01%	448
2021 Q3	$23K	Hold	287	–	–	﹤0.01%	441
2021 Q2	$24K	Hold	287	–	–	﹤0.01%	450
2021 Q1	$23K	Hold	287	–	–	﹤0.01%	439
2020 Q4	$24K	Hold	287	–	–	﹤0.01%	388
2020 Q3	$23K	Hold	287	–	–	﹤0.01%	373
2020 Q2	$23K	Hold	287	–	–	﹤0.01%	377
2020 Q1	$22K	Hold	287	–	–	﹤0.01%	367
2019 Q4	$23K	Hold	287	–	–	﹤0.01%	400
2019 Q3	$22K	Hold	287	–	–	﹤0.01%	398
2019 Q2	$23K	Hold	287	–	–	﹤0.01%	386
2019 Q1	$23K	Hold	287	–	–	﹤0.01%	382
2018 Q4	$23K	Hold	287	–	–	﹤0.01%	370
2018 Q3	$23K	Hold	287	–	–	﹤0.01%	393
2018 Q2	$24K	Hold	287	–	–	﹤0.01%	383
2018 Q1	$25K	Buy	+287	New	+$24.8K	﹤0.01%	361

Other funds holding ISHG

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baldwin Wealth Partners's ISHG Position: Q2 2022 in Review

Baldwin Wealth Partners sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q2 2022, closing a stake of 287 shares — an estimated $22K sold.

Baldwin Wealth Partners first reported a position in ISHG in Q1 2018 and held it in 17 quarters. The position peaked at $25K in Q1 2018. 29 funds tracked by Wall St. Rank hold ISHG as of Q2 2022.

Baldwin Wealth Partners reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 287 iShares 1-3 Year International Treasury Bond ETF shares in Q2 2022, an estimated $22K.
Baldwin Wealth Partners first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q1 2018 and held it in 17 quarters.
Baldwin Wealth Partners's iShares 1-3 Year International Treasury Bond ETF position peaked at $25K in Q1 2018.
29 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q2 2022.

Based on Baldwin Wealth Partners's 13F filing for Q2 2022, filed 18 Jul 2022.