PWM
IBDL
Paulson Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$7.04K | 0.64% | 53 |
|
2018
Q1 | $645K | Buy |
25,742
+25,482
| +9,801% | +$638K | 0.64% | 54 |
|
2017
Q4 | $7K | Buy |
+260
| New | +$7K | 0.01% | 407 |
|