PSIWM
IBMM
Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,914
| Closed | -$362K | – | 58 |
|
|
2024
Q2 | $362K | Sell |
13,914
-6,395
| -31% | -$167K | 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% | -$334K | 0.86% | 18 |
|
|
2023
Q3 | $1.63M | Sell |
63,501
-207
| -0.3% | -$5.32K | 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% | +$408K | 1.41% | 13 |
|
|
2022
Q3 | $1.16M | Buy |
45,601
+5,877
| +15% | +$150K | 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 | $1.07M | Buy |
39,724
+1,116
| +3% | +$29.9K | 1.08% | 18 |
|
|
2021
Q3 | $1.04M | Buy |
38,608
+1,480
| +4% | +$39.9K | 0.98% | 20 |
|
|
2021
Q2 | $1M | Buy |
37,128
+13,225
| +55% | +$357K | 0.9% | 21 |
|
|
2021
Q1 | $645K | Buy |
+23,903
| New | +$645K | 0.62% | 23 |
|