PWM
IBDM

Paulson Wealth Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Paulson Wealth Management’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-23,527
Closed -$570K – 140
2018
Q3 		$570K Sell
23,527
-4,161
-15% -$101K 0.51% 60
2018
Q2 		$675K Sell
27,688
-1,558
-5% -$38K 0.67% 48
2018
Q1 		$716K Buy
+29,246
New +$719K 0.71% 48

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Paulson Wealth Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2018, closing a stake of 23,527 shares — an estimated $570K sold.

Paulson Wealth Management first reported a position in IBDM in Q1 2018 and held it in 3 quarters. The position peaked at $716K in Q1 2018. 131 funds tracked by Wall St. Rank hold IBDM as of Q4 2018.

  • Paulson Wealth Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 23,527 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2018, an estimated $570K.
  • Paulson Wealth Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2018 and held it in 3 quarters.
  • Paulson Wealth Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $716K in Q1 2018.
  • 131 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2018.

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