PSIWM
Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
66,727
-1,519
| -2% | -$32K | 0.92% | 22 |
|
|
2025
Q1 | $1.42M | Buy |
68,246
+3,692
| +6% | +$76.6K | 0.95% | 21 |
|
|
2024
Q4 | $1.31M | Sell |
64,554
-11,396
| -15% | -$232K | 0.87% | 20 |
|
|
2024
Q3 | $1.61M | Buy |
75,950
+12,735
| +20% | +$270K | 1.01% | 20 |
|
|
2024
Q2 | $1.28M | Buy |
63,215
+9,571
| +18% | +$194K | 0.79% | 20 |
|
|
2024
Q1 | $1.1M | Buy |
53,644
+42,837
| +396% | +$878K | 0.68% | 20 |
|
|
2023
Q4 | $224K | Buy |
+10,807
| New | +$224K | 0.15% | 42 |
|