PWM
IBMI
Paulson Wealth Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-44,521
| Closed | -$1.14M | – | 90 |
|
|
2020
Q2 | $1.14M | Sell |
44,521
-6,568
| -13% | -$167K | 0.79% | 22 |
|
|
2020
Q1 | $1.3M | Sell |
51,089
-9,399
| -16% | -$239K | 1% | 19 |
|
|
2019
Q4 | $1.55M | Sell |
60,488
-6,640
| -10% | -$170K | 1.09% | 18 |
|
|
2019
Q3 | $1.71M | Buy |
67,128
+2,962
| +5% | +$75.6K | 1.29% | 16 |
|
|
2019
Q2 | $1.64M | Buy |
64,166
+12,418
| +24% | +$318K | 1.22% | 17 |
|
|
2019
Q1 | $1.32M | Buy |
51,748
+967
| +2% | +$24.7K | 1% | 18 |
|
|
2018
Q4 | $1.29M | Buy |
50,781
+34,046
| +203% | +$865K | 1.06% | 19 |
|
|
2018
Q3 | $422K | Buy |
16,735
+5,663
| +51% | +$143K | 0.38% | 72 |
|
|
2018
Q2 | $281K | Buy |
11,072
+198
| +2% | +$5.03K | 0.28% | 81 |
|
|
2018
Q1 | $276K | Buy |
10,874
+2,920
| +37% | +$74.1K | 0.27% | 86 |
|
|
2017
Q4 | $202K | Buy |
+7,954
| New | +$202K | 0.18% | 100 |
|