PSIWM
IBDO

Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Paradigm Strategies in Wealth Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-498,577
Closed -$12.6M – 50
2023
Q3 		$12.6M Sell
498,577
-28,923
-5% -$731K 8.06% 6
2023
Q2 		$13.3M Sell
527,500
-26,390
-5% -$665K 9.03% 6
2023
Q1 		$14M Sell
553,890
-34,368
-6% -$863K 10.98% 2
2022
Q4 		$14.7M Buy
588,258
+15,746
+3% +$393K 13.1% 2
2022
Q3 		$14.3M Buy
572,512
+3,736
+0.7% +$93.6K 13.03% 2
2022
Q2 		$14.3M Buy
568,776
+14,787
+3% +$372K 15.54% 1
2022
Q1 		$14M Buy
553,989
+9,079
+2% +$231K 14.64% 1
2021
Q4 		$14M Buy
544,910
+245,490
+82% +$6.34M 14.17% 1
2021
Q3 		$7.79M Buy
299,420
+33,191
+12% +$864K 7.35% 5
2021
Q2 		$6.94M Buy
266,229
+156,777
+143% +$4.09M 6.24% 5
2021
Q1 		$2.86M Buy
+109,452
New +$2.87M 2.76% 7

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IBDO Position: Q4 2023 in Review

Paradigm Strategies in Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 498,577 shares — an estimated $12.6M sold.

Paradigm Strategies in Wealth Management first reported a position in IBDO in Q1 2021 and held it in 11 quarters. The position peaked at $14.7M in Q4 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Paradigm Strategies in Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 498,577 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $12.6M.
  • Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2021 and held it in 11 quarters.
  • Paradigm Strategies in Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $14.7M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.