PSIWM
Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
71,809
-2,865
| -4% | -$63K | 1.03% | 19 |
|
|
2025
Q1 | $1.62M | Sell |
74,674
-4,271
| -5% | -$92.8K | 1.09% | 17 |
|
|
2024
Q4 | $1.69M | Sell |
78,945
-8,654
| -10% | -$185K | 1.11% | 16 |
|
|
2024
Q3 | $1.94M | Buy |
87,599
+19,029
| +28% | +$422K | 1.22% | 15 |
|
|
2024
Q2 | $1.46M | Buy |
68,570
+2,814
| +4% | +$59.8K | 0.9% | 19 |
|
|
2024
Q1 | $1.41M | Buy |
65,756
+38,496
| +141% | +$824K | 0.87% | 19 |
|
|
2023
Q4 | $590K | Buy |
27,260
+9,230
| +51% | +$200K | 0.39% | 24 |
|
|
2023
Q3 | $367K | Buy |
+18,030
| New | +$367K | 0.23% | 34 |
|