PWM
IBMI

Paulson Wealth Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Paulson Wealth Management’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-44,521
Closed -$1.14M – 91
2020
Q2 		$1.14M Sell
44,521
-6,568
-13% -$167K 0.79% 22
2020
Q1 		$1.3M Sell
51,089
-9,399
-16% -$240K 1% 19
2019
Q4 		$1.54M Sell
60,488
-6,640
-10% -$170K 1.09% 18
2019
Q3 		$1.71M Buy
67,128
+2,962
+5% +$75.7K 1.29% 16
2019
Q2 		$1.64M Buy
64,166
+12,418
+24% +$317K 1.22% 17
2019
Q1 		$1.32M Buy
51,748
+967
+2% +$24.6K 1% 18
2018
Q4 		$1.29M Buy
50,781
+34,046
+203% +$860K 1.06% 19
2018
Q3 		$422K Buy
16,735
+5,663
+51% +$144K 0.38% 72
2018
Q2 		$281K Buy
11,072
+198
+2% +$5.01K 0.28% 81
2018
Q1 		$276K Buy
10,874
+2,920
+37% +$74.1K 0.27% 86
2017
Q4 		$202K Buy
+7,954
New +$203K 0.18% 100

Other funds holding IBMI

NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Paulson Wealth Management's IBMI Position: Q3 2020 in Review

Paulson Wealth Management sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 44,521 shares — an estimated $1.14M sold.

Paulson Wealth Management first reported a position in IBMI in Q4 2017 and held it in 11 quarters. The position peaked at $1.71M in Q3 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Paulson Wealth Management reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Paulson Wealth Management sold 44,521 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $1.14M.
  • Paulson Wealth Management first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2017 and held it in 11 quarters.
  • Paulson Wealth Management's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $1.71M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Paulson Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.