PSIWM
Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Sell |
143,265
-4,919
| -3% | -$124K | 2.37% | 11 |
|
|
2025
Q1 | $3.7M | Sell |
148,184
-1,201
| -0.8% | -$30K | 2.5% | 10 |
|
|
2024
Q4 | $3.67M | Sell |
149,385
-4,048
| -3% | -$99.5K | 2.42% | 10 |
|
|
2024
Q3 | $3.94M | Sell |
153,433
-116,532
| -43% | -$3M | 2.47% | 10 |
|
|
2024
Q2 | $6.63M | Buy |
269,965
+20,615
| +8% | +$506K | 4.07% | 6 |
|
|
2024
Q1 | $6.19M | Sell |
249,350
-3,763
| -1% | -$93.4K | 3.82% | 6 |
|
|
2023
Q4 | $6.39M | Sell |
253,113
-6,295
| -2% | -$159K | 4.2% | 8 |
|
|
2023
Q3 | $6.09M | Buy |
259,408
+59,403
| +30% | +$1.39M | 3.88% | 9 |
|
|
2023
Q2 | $4.92M | Buy |
+200,005
| New | +$4.92M | 3.33% | 9 |
|