PSIWM
Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
68,074
-1,513
| -2% | -$36.7K | 1.08% | 18 |
|
|
2025
Q1 | $1.68M | Sell |
69,587
-715
| -1% | -$17.3K | 1.13% | 16 |
|
|
2024
Q4 | $1.68M | Buy |
+70,302
| New | +$1.68M | 1.11% | 17 |
|
|
2024
Q3 | – | Sell |
-71,984
| Closed | -$1.71M | – | 14 |
|
|
2024
Q2 | $1.71M | Buy |
71,984
+1,236
| +2% | +$29.3K | 1.05% | 17 |
|
|
2024
Q1 | $1.68M | Buy |
70,748
+5,650
| +9% | +$134K | 1.04% | 18 |
|
|
2023
Q4 | $1.56M | Buy |
65,098
+13,667
| +27% | +$327K | 1.02% | 16 |
|
|
2023
Q3 | $1.19M | Buy |
+51,431
| New | +$1.19M | 0.76% | 20 |
|