PSIWM
IBMK
Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-76,991
| Closed | -$1.99M | – | 41 |
|
|
2022
Q3 | $1.99M | Hold |
76,991
| – | – | 1.82% | 13 |
|
|
2022
Q2 | $2M | Buy |
76,991
+6,167
| +9% | +$160K | 2.17% | 12 |
|
|
2022
Q1 | $1.84M | Sell |
70,824
-19,166
| -21% | -$497K | 1.92% | 12 |
|
|
2021
Q4 | $2.35M | Buy |
89,990
+10,210
| +13% | +$266K | 2.38% | 12 |
|
|
2021
Q3 | $2.09M | Buy |
79,780
+927
| +1% | +$24.3K | 1.97% | 12 |
|
|
2021
Q2 | $2.07M | Buy |
78,853
+1,084
| +1% | +$28.5K | 1.86% | 12 |
|
|
2021
Q1 | $2.05M | Buy |
+77,769
| New | +$2.05M | 1.98% | 13 |
|