PSIWM
Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
62,643
-1,403
| -2% | -$34K | 0.99% | 20 |
|
|
2025
Q1 | $1.55M | Sell |
64,046
-4,859
| -7% | -$118K | 1.05% | 19 |
|
|
2024
Q4 | $1.66M | Buy |
+68,905
| New | +$1.66M | 1.09% | 18 |
|
|
2024
Q3 | – | Sell |
-74,697
| Closed | -$1.78M | – | 17 |
|
|
2024
Q2 | $1.78M | Sell |
74,697
-103
| -0.1% | -$2.45K | 1.09% | 15 |
|
|
2024
Q1 | $1.78M | Buy |
74,800
+2,328
| +3% | +$55.5K | 1.1% | 16 |
|
|
2023
Q4 | $1.73M | Buy |
72,472
+13,329
| +23% | +$319K | 1.14% | 15 |
|
|
2023
Q3 | $1.38M | Buy |
+59,143
| New | +$1.38M | 0.88% | 19 |
|