Paulson Wealth Management’s iShares iBonds Mar 2018 Term Corporate ETF IBDB Stock Holding History

Paulson Wealth Management’s Portfolio IBDB Stock Details IBDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-24,900	Closed	-$637K	–	612
2017 Q4	$637K	Buy	+24,900	New	+$637K	0.56%	52

Other funds holding IBDB

CCM

Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

CMBA

C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return

NSB

Norway Savings Bank Portland, Maine $239M AUM 41.7% 1-Year Est. Return

Paulson Wealth Management's IBDB Position: Q1 2018 in Review

Paulson Wealth Management sold out of iShares iBonds Mar 2018 Term Corporate ETF (IBDB) in Q1 2018, closing a stake of 24,900 shares — an estimated $637K sold.

Paulson Wealth Management first reported a position in IBDB in Q4 2017 and held it in 1 quarter. The position peaked at $637K in Q4 2017. 6 funds tracked by Wall St. Rank hold IBDB as of Q1 2018.

Paulson Wealth Management reported no remaining iShares iBonds Mar 2018 Term Corporate ETF position as of Q1 2018 after selling out during the quarter.
Paulson Wealth Management sold 24,900 iShares iBonds Mar 2018 Term Corporate ETF shares in Q1 2018, an estimated $637K.
Paulson Wealth Management first reported a position in iShares iBonds Mar 2018 Term Corporate ETF in Q4 2017 and held it in 1 quarter.
Paulson Wealth Management's iShares iBonds Mar 2018 Term Corporate ETF position peaked at $637K in Q4 2017.
6 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ETF as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.