PWM
IBDK
Paulson Wealth Management’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-24,051
| Closed | -$595K | – | 141 |
|
|
2018
Q3 | $595K | Sell |
24,051
-4,055
| -14% | -$100K | 0.53% | 57 |
|
|
2018
Q2 | $696K | Sell |
28,106
-1,466
| -5% | -$36.3K | 0.69% | 45 |
|
|
2018
Q1 | $732K | Buy |
29,572
+3,975
| +16% | +$98.4K | 0.73% | 45 |
|
|
2017
Q4 | $637K | Buy |
+25,597
| New | +$637K | 0.56% | 53 |
|