PSIWM
Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,539
| Closed | -$228K | – | 51 |
|
|
2024
Q3 | $228K | Sell |
8,539
-1,903
| -18% | -$50.7K | 0.14% | 45 |
|
|
2024
Q2 | $277K | Sell |
10,442
-4,952
| -32% | -$131K | 0.17% | 38 |
|
|
2024
Q1 | $407K | Sell |
15,394
-15,768
| -51% | -$417K | 0.25% | 33 |
|
|
2023
Q4 | $827K | Buy |
31,162
+3,782
| +14% | +$100K | 0.54% | 20 |
|
|
2023
Q3 | $714K | Buy |
27,380
+6,855
| +33% | +$179K | 0.46% | 23 |
|
|
2023
Q2 | $541K | Hold |
20,525
| – | – | 0.37% | 23 |
|
|
2023
Q1 | $546K | Buy |
20,525
+2,449
| +14% | +$65.2K | 0.43% | 20 |
|
|
2022
Q4 | $477K | Hold |
18,076
| – | – | 0.42% | 21 |
|
|
2022
Q3 | $469K | Buy |
18,076
+2,121
| +13% | +$55K | 0.43% | 22 |
|
|
2022
Q2 | $425K | Hold |
15,955
| – | – | 0.46% | 24 |
|
|
2022
Q1 | $425K | Hold |
15,955
| – | – | 0.44% | 26 |
|
|
2021
Q4 | $445K | Buy |
15,955
+1,075
| +7% | +$30K | 0.45% | 25 |
|
|
2021
Q3 | $416K | Hold |
14,880
| – | – | 0.39% | 28 |
|
|
2021
Q2 | $417K | Hold |
14,880
| – | – | 0.38% | 29 |
|
|
2021
Q1 | $416K | Buy |
+14,880
| New | +$416K | 0.4% | 28 |
|