Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-13,914	Closed	-$362K	–	58
2024 Q2	$362K	Sell	13,914 -6,395	-31%	-$166K	0.22%	31
2024 Q1	$527K	Sell	20,309 -30,297	-60%	-$786K	0.33%	26
2023 Q4	$1.31M	Sell	50,606 -12,895	-20%	-$333K	0.86%	18
2023 Q3	$1.63M	Sell	63,501 -207	-0.3%	-$5.33K	1.04%	17
2023 Q2	$1.64M	Buy	63,708 +2,249	+4%	+$57.9K	1.11%	16
2023 Q1	$1.59M	Hold	61,459	–	–	1.25%	14
2022 Q4	$1.58M	Buy	61,459 +15,858	+35%	+$407K	1.41%	13
2022 Q3	$1.16M	Buy	45,601 +5,877	+15%	+$152K	1.06%	15
2022 Q2	$1.03M	Hold	39,724	–	–	1.12%	15
2022 Q1	$1.03M	Hold	39,724	–	–	1.08%	17
2021 Q4	$1.06M	Buy	39,724 +1,116	+3%	+$30K	1.08%	18
2021 Q3	$1.04M	Buy	38,608 +1,480	+4%	+$40K	0.98%	20
2021 Q2	$1M	Buy	37,128 +13,225	+55%	+$357K	0.9%	21
2021 Q1	$645K	Buy	+23,903	New	+$647K	0.62%	23

Other funds holding IBMM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IBMM Position: Q3 2024 in Review

Paradigm Strategies in Wealth Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2024, closing a stake of 13,914 shares — an estimated $362K sold.

Paradigm Strategies in Wealth Management first reported a position in IBMM in Q1 2021 and held it in 14 quarters. The position peaked at $1.64M in Q2 2023. 156 funds tracked by Wall St. Rank hold IBMM as of Q3 2024.

Paradigm Strategies in Wealth Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 13,914 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2024, an estimated $362K.
Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2021 and held it in 14 quarters.
Paradigm Strategies in Wealth Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.64M in Q2 2023.
156 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2024.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.