PSIWM
Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Sell |
22,906
-4,508
| -16% | -$115K | 0.38% | 30 |
|
|
2025
Q1 | $693K | Sell |
27,414
-345
| -1% | -$8.73K | 0.47% | 27 |
|
|
2024
Q4 | $699K | Buy |
27,759
+531
| +2% | +$13.4K | 0.46% | 26 |
|
|
2024
Q3 | $698K | Sell |
27,228
-3,651
| -12% | -$93.6K | 0.44% | 25 |
|
|
2024
Q2 | $773K | Buy |
30,879
+5,407
| +21% | +$135K | 0.47% | 22 |
|
|
2024
Q1 | $644K | Sell |
25,472
-723
| -3% | -$18.3K | 0.4% | 24 |
|
|
2023
Q4 | $670K | Buy |
26,195
+10,863
| +71% | +$278K | 0.44% | 22 |
|
|
2023
Q3 | $374K | Buy |
15,332
+4,445
| +41% | +$109K | 0.24% | 31 |
|
|
2023
Q2 | $274K | Buy |
10,887
+983
| +10% | +$24.7K | 0.19% | 36 |
|
|
2023
Q1 | $254K | Buy |
9,904
+390
| +4% | +$9.98K | 0.2% | 36 |
|
|
2022
Q4 | $239K | Buy |
+9,514
| New | +$239K | 0.21% | 36 |
|