Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Paradigm Strategies in Wealth Management’s Portfolio IBMJ Stock Details IBMJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-78,525	Closed	-$2.01M	–	54
2021 Q3	$2.01M	Sell	78,525 -214	-0.3%	-$5.48K	1.9%	13
2021 Q2	$2.02M	Sell	78,739 -3,699	-4%	-$94.9K	1.82%	13
2021 Q1	$2.12M	Buy	+82,438	New	+$2.12M	2.05%	12

Other funds holding IBMJ

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IBMJ Position: Q4 2021 in Review

Paradigm Strategies in Wealth Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 78,525 shares — an estimated $2.01M sold.

Paradigm Strategies in Wealth Management first reported a position in IBMJ in Q1 2021 and held it in 3 quarters. The position peaked at $2.12M in Q1 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Paradigm Strategies in Wealth Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 78,525 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $2.01M.
Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2021 and held it in 3 quarters.
Paradigm Strategies in Wealth Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $2.12M in Q1 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.