PWM
IBMH
Paulson Wealth Management’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$789 | 0.62% | 33 |
|
|
2018
Q4 | $818K | Buy |
32,195
+19,900
| +162% | +$506K | 0.68% | 35 |
|
|
2018
Q3 | $311K | Buy |
12,295
+456
| +4% | +$11.5K | 0.28% | 86 |
|
|
2018
Q2 | $301K | Buy |
11,839
+217
| +2% | +$5.52K | 0.3% | 74 |
|
|
2018
Q1 | $294K | Buy |
11,622
+3,792
| +48% | +$95.9K | 0.29% | 79 |
|
|
2017
Q4 | $198K | Buy |
+7,830
| New | +$198K | 0.17% | 101 |
|