PSIWM
IBML

Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Paradigm Strategies in Wealth Management’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100,524
Closed -$2.57M – 51
2023
Q3 		$2.57M Sell
100,524
-9,238
-8% -$235K 1.64% 14
2023
Q2 		$2.8M Buy
109,762
+1,297
+1% +$33K 1.89% 14
2023
Q1 		$2.76M Sell
108,465
-9,687
-8% -$246K 2.17% 13
2022
Q4 		$3M Buy
118,152
+7,925
+7% +$201K 2.67% 11
2022
Q3 		$2.78M Hold
110,227
– – 2.54% 11
2022
Q2 		$2.81M Buy
110,227
+11,480
+12% +$292K 3.06% 11
2022
Q1 		$2.52M Sell
98,747
-470
-0.5% -$12.1K 2.63% 11
2021
Q4 		$2.57M Buy
99,217
+23,306
+31% +$605K 2.6% 11
2021
Q3 		$1.97M Buy
75,911
+547
+0.7% +$14.3K 1.86% 14
2021
Q2 		$1.97M Buy
75,364
+1,876
+3% +$49K 1.77% 14
2021
Q1 		$1.92M Buy
+73,488
New +$1.92M 1.86% 14

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IBML Position: Q4 2023 in Review

Paradigm Strategies in Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 100,524 shares — an estimated $2.57M sold.

Paradigm Strategies in Wealth Management first reported a position in IBML in Q1 2021 and held it in 11 quarters. The position peaked at $3M in Q4 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Paradigm Strategies in Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 100,524 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $2.57M.
  • Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2021 and held it in 11 quarters.
  • Paradigm Strategies in Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $3M in Q4 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.