Paulson Wealth Management’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	+$98.5K	0.73%	45
2017 Q4	$637K	Buy	+25,597	New	+$638K	0.56%	53

Other funds holding IBDK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Paulson Wealth Management's IBDK Position: Q4 2018 in Review

Paulson Wealth Management sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2018, closing a stake of 24,051 shares — an estimated $595K sold.

Paulson Wealth Management first reported a position in IBDK in Q4 2017 and held it in 4 quarters. The position peaked at $732K in Q1 2018. 111 funds tracked by Wall St. Rank hold IBDK as of Q4 2018.

Paulson Wealth Management reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
Paulson Wealth Management sold 24,051 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2018, an estimated $595K.
Paulson Wealth Management first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2017 and held it in 4 quarters.
Paulson Wealth Management's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $732K in Q1 2018.
111 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2018.

Based on Paulson Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.