PSIWM
Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
75,000
-2,765
| -4% | -$64.5K | 1.15% | 15 |
|
|
2025
Q1 | $1.8M | Sell |
77,765
-2,509
| -3% | -$58K | 1.21% | 15 |
|
|
2024
Q4 | $1.83M | Sell |
80,274
-8,253
| -9% | -$188K | 1.21% | 13 |
|
|
2024
Q3 | $2.08M | Buy |
88,527
+12,273
| +16% | +$289K | 1.3% | 13 |
|
|
2024
Q2 | $1.73M | Sell |
76,254
-6,175
| -7% | -$140K | 1.06% | 16 |
|
|
2024
Q1 | $1.88M | Buy |
82,429
+41,315
| +100% | +$943K | 1.16% | 14 |
|
|
2023
Q4 | $949K | Buy |
41,114
+19,207
| +88% | +$443K | 0.62% | 19 |
|
|
2023
Q3 | $480K | Buy |
+21,907
| New | +$480K | 0.31% | 27 |
|