PSIWM
Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
42,500
-14,114
| -25% | -$355K | 0.7% | 23 |
|
|
2025
Q1 | $1.42M | Sell |
56,614
-8,786
| -13% | -$221K | 0.96% | 20 |
|
|
2024
Q4 | $1.64M | Buy |
+65,400
| New | +$1.64M | 1.08% | 19 |
|
|
2024
Q3 | – | Sell |
-76,870
| Closed | -$1.91M | – | 16 |
|
|
2024
Q2 | $1.91M | Buy |
76,870
+1,780
| +2% | +$44.3K | 1.17% | 14 |
|
|
2024
Q1 | $1.86M | Sell |
75,090
-5,483
| -7% | -$136K | 1.15% | 15 |
|
|
2023
Q4 | $1.99M | Buy |
80,573
+5,310
| +7% | +$131K | 1.31% | 14 |
|
|
2023
Q3 | $1.83M | Buy |
75,263
+62,841
| +506% | +$1.53M | 1.17% | 16 |
|
|
2023
Q2 | $303K | Buy |
12,422
+3,920
| +46% | +$95.6K | 0.2% | 34 |
|
|
2023
Q1 | $209K | Buy |
+8,502
| New | +$209K | 0.16% | 42 |
|
|
2021
Q3 | – | Sell |
-7,747
| Closed | -$209K | – | 118 |
|
|
2021
Q2 | $209K | Hold |
7,747
| – | – | 0.19% | 43 |
|
|
2021
Q1 | $208K | Buy |
+7,747
| New | +$208K | 0.2% | 42 |
|