Paulson Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-21,467	Closed	-$536K	–	137
2018 Q3	$536K	Sell	21,467 -4,556	-18%	-$114K	0.48%	65
2018 Q2	$652K	Buy	26,023 +281	+1%	+$7.03K	0.64%	53
2018 Q1	$645K	Buy	25,742 +25,482	+9,801%	+$641K	0.64%	54
2017 Q4	$7K	Buy	+260	New	+$6.61K	0.01%	408

Other funds holding IBDL

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BTS

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

FFA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Paulson Wealth Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2018, closing a stake of 21,467 shares — an estimated $536K sold.

Paulson Wealth Management first reported a position in IBDL in Q4 2017 and held it in 4 quarters. The position peaked at $652K in Q2 2018. 122 funds tracked by Wall St. Rank hold IBDL as of Q4 2018.

Paulson Wealth Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
Paulson Wealth Management sold 21,467 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2018, an estimated $536K.
Paulson Wealth Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2017 and held it in 4 quarters.
Paulson Wealth Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $652K in Q2 2018.
122 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2018.

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