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

Baystate Wealth Management’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
2023 Q1	–	Sell	-398	Closed	-$20K	–	1052
2022 Q4	$20K	Buy	+398	New	+$19.5K	﹤0.01%	459
2022 Q3	–	Sell	-254	Closed	-$13K	–	913
2022 Q2	$13K	Buy	+254	New	+$13.2K	﹤0.01%	517
2021 Q1	–	Sell	-644	Closed	-$40K	–	769
2020 Q4	$40K	Buy	+644	New	+$39.4K	﹤0.01%	268
2013 Q3	–	Sell	-1,630	Closed	-$88K	–	112
2013 Q2	$88K	Buy	+1,630	New	+$90K	0.04%	61

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Baystate Wealth Management's IGIB Position: Q1 2023 in Review

Baystate Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2023, closing a stake of 398 shares — an estimated $20K sold.

Baystate Wealth Management first reported a position in IGIB in Q2 2013 and held it in 4 quarters. The position peaked at $88K in Q2 2013. 502 funds tracked by Wall St. Rank hold IGIB as of Q1 2023.

Baystate Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Baystate Wealth Management sold 398 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $20K.
Baystate Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 4 quarters.
Baystate Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $88K in Q2 2013.
502 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.