Paulson Wealth Management’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-37,504	Closed	-$954K	–	114
2019 Q2	$954K	Buy	37,504 +5,340	+17%	+$136K	0.71%	26
2019 Q1	$819K	Sell	32,164 -31	-0.1%	-$788	0.62%	33
2018 Q4	$818K	Buy	32,195 +19,900	+162%	+$504K	0.68%	35
2018 Q3	$311K	Buy	12,295 +456	+4%	+$11.6K	0.28%	86
2018 Q2	$301K	Buy	11,839 +217	+2%	+$5.5K	0.3%	74
2018 Q1	$294K	Buy	11,622 +3,792	+48%	+$96.1K	0.29%	79
2017 Q4	$198K	Buy	+7,830	New	+$199K	0.17%	101

Other funds holding IBMH

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Paulson Wealth Management's IBMH Position: Q3 2019 in Review

Paulson Wealth Management sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 37,504 shares — an estimated $954K sold.

Paulson Wealth Management first reported a position in IBMH in Q4 2017 and held it in 7 quarters. The position peaked at $954K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

Paulson Wealth Management reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Paulson Wealth Management sold 37,504 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $954K.
Paulson Wealth Management first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2017 and held it in 7 quarters.
Paulson Wealth Management's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $954K in Q2 2019.
2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Paulson Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.