PSIWM
Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
+8,838
| New | +$224K | 0.15% | 49 |
|
|
2024
Q3 | – | Sell |
-10,604
| Closed | -$265K | – | 56 |
|
|
2024
Q2 | $265K | Hold |
10,604
| – | – | 0.16% | 39 |
|
|
2024
Q1 | $267K | Buy |
10,604
+197
| +2% | +$4.96K | 0.16% | 41 |
|
|
2023
Q4 | $264K | Buy |
+10,407
| New | +$264K | 0.17% | 40 |
|