PSIWM
IBDP

Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Paradigm Strategies in Wealth Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-154,507
Closed -$3.88M – 57
2024
Q2 		$3.88M Sell
154,507
-35,249
-19% -$883K 2.39% 10
2024
Q1 		$4.75M Sell
189,756
-137,726
-42% -$3.44M 2.93% 9
2023
Q4 		$8.16M Sell
327,482
-22,155
-6% -$549K 5.37% 7
2023
Q3 		$8.65M Buy
349,637
+398
+0.1% +$9.81K 5.51% 8
2023
Q2 		$8.6M Buy
349,239
+19,826
+6% +$488K 5.82% 7
2023
Q1 		$8.1M Buy
329,413
+35,166
+12% +$863K 6.37% 7
2022
Q4 		$7.19M Buy
294,247
+59,811
+26% +$1.46M 6.4% 6
2022
Q3 		$5.71M Buy
234,436
+6,958
+3% +$172K 5.21% 8
2022
Q2 		$5.63M Buy
227,478
+5,031
+2% +$125K 6.13% 6
2022
Q1 		$5.58M Buy
222,447
+14,598
+7% +$372K 5.84% 5
2021
Q4 		$5.39M Buy
207,849
+29,967
+17% +$780K 5.46% 5
2021
Q3 		$4.68M Buy
177,882
+7,119
+4% +$187K 4.42% 7
2021
Q2 		$4.5M Buy
170,763
+82,035
+92% +$2.17M 4.05% 7
2021
Q1 		$2.34M Buy
+88,728
New +$2.35M 2.26% 11

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IBDP Position: Q3 2024 in Review

Paradigm Strategies in Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2024, closing a stake of 154,507 shares — an estimated $3.88M sold.

Paradigm Strategies in Wealth Management first reported a position in IBDP in Q1 2021 and held it in 14 quarters. The position peaked at $8.65M in Q3 2023. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

  • Paradigm Strategies in Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 154,507 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $3.88M.
  • Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2021 and held it in 14 quarters.
  • Paradigm Strategies in Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $8.65M in Q3 2023.
  • 333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.