PSIWM
Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Sell |
128,824
-3,648
| -3% | -$92.7K | 2.14% | 13 |
|
|
2025
Q1 | $3.35M | Sell |
132,472
-10,494
| -7% | -$265K | 2.26% | 12 |
|
|
2024
Q4 | $3.56M | Sell |
142,966
-18,190
| -11% | -$453K | 2.35% | 11 |
|
|
2024
Q3 | $4.11M | Sell |
161,156
-76,914
| -32% | -$1.96M | 2.58% | 9 |
|
|
2024
Q2 | $5.9M | Sell |
238,070
-8,021
| -3% | -$199K | 3.62% | 7 |
|
|
2024
Q1 | $6.13M | Sell |
246,091
-92,679
| -27% | -$2.31M | 3.78% | 7 |
|
|
2023
Q4 | $8.5M | Sell |
338,770
-38,607
| -10% | -$969K | 5.59% | 6 |
|
|
2023
Q3 | $9.07M | Buy |
377,377
+38,814
| +11% | +$933K | 5.78% | 7 |
|
|
2023
Q2 | $8.29M | Buy |
338,563
+65,052
| +24% | +$1.59M | 5.61% | 8 |
|
|
2023
Q1 | $6.82M | Buy |
+273,511
| New | +$6.82M | 5.37% | 8 |
|