PWM
IBDM

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

Quarter Market Value Status Shares Shares
Change %
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 +$716K 0.71% 48