Paulson Wealth Management’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-11,513	Closed	-$293K	–	129
2018 Q2	$293K	Buy	11,513 +79	+0.7%	+$2.01K	0.29%	78
2018 Q1	$290K	Buy	11,434 +2,875	+34%	+$72.9K	0.29%	82
2017 Q4	$217K	Buy	+8,559	New	+$218K	0.19%	99

Other funds holding IBMG

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Paulson Wealth Management's IBMG Position: Q3 2018 in Review

Paulson Wealth Management sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 11,513 shares — an estimated $293K sold.

Paulson Wealth Management first reported a position in IBMG in Q4 2017 and held it in 3 quarters. The position peaked at $293K in Q2 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

Paulson Wealth Management reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Paulson Wealth Management sold 11,513 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $293K.
Paulson Wealth Management first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2017 and held it in 3 quarters.
Paulson Wealth Management's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $293K in Q2 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Paulson Wealth Management's 13F filing for Q3 2018, filed 26 Oct 2018.