PSIWM
IBML
Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$236K | 1.64% | 14 |
|
|
2023
Q2 | $2.8M | Buy |
109,762
+1,297
| +1% | +$33.1K | 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% | +$293K | 3.06% | 11 |
|
|
2022
Q1 | $2.52M | Sell |
98,747
-470
| -0.5% | -$12K | 2.63% | 11 |
|
|
2021
Q4 | $2.57M | Buy |
99,217
+23,306
| +31% | +$604K | 2.6% | 11 |
|
|
2021
Q3 | $1.97M | Buy |
75,911
+547
| +0.7% | +$14.2K | 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 |
|