PWM
IBMK

Paulson Wealth Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Paulson Wealth Management’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,879
Closed -$205K – 91
2021
Q4 		$205K Sell
7,879
-19,172
-71% -$501K 0.09% 87
2021
Q3 		$708K Sell
27,051
-1,868
-6% -$49K 0.34% 34
2021
Q2 		$759K Sell
28,919
-3,657
-11% -$96.2K 0.37% 31
2021
Q1 		$858K Sell
32,576
-1,856
-5% -$48.9K 0.43% 29
2020
Q4 		$908K Sell
34,432
-6,299
-15% -$166K 0.53% 25
2020
Q3 		$1.08M Buy
40,731
+299
+0.7% +$7.92K 0.7% 26
2020
Q2 		$1.07M Sell
40,432
-219
-0.5% -$5.75K 0.75% 25
2020
Q1 		$1.06M Sell
40,651
-1,146
-3% -$30K 0.81% 24
2019
Q4 		$1.1M Sell
41,797
-1,047
-2% -$27.4K 0.78% 24
2019
Q3 		$1.12M Buy
42,844
+1,862
+5% +$48.8K 0.84% 20
2019
Q2 		$1.07M Buy
40,982
+9,250
+29% +$240K 0.8% 21
2019
Q1 		$823K Buy
31,732
+1,050
+3% +$27.1K 0.62% 31
2018
Q4 		$789K Buy
30,682
+19,007
+163% +$482K 0.65% 37
2018
Q3 		$295K Buy
11,675
+631
+6% +$16.1K 0.26% 90
2018
Q2 		$282K Sell
11,044
-1,206
-10% -$30.7K 0.28% 80
2018
Q1 		$312K Buy
12,250
+2,930
+31% +$74.9K 0.31% 77
2017
Q4 		$239K Buy
+9,320
New +$241K 0.21% 88

Other funds holding IBMK

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Paulson Wealth Management's IBMK Position: Q1 2022 in Review

Paulson Wealth Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q1 2022, closing a stake of 7,879 shares — an estimated $205K sold.

Paulson Wealth Management first reported a position in IBMK in Q4 2017 and held it in 17 quarters. The position peaked at $1.12M in Q3 2019. 140 funds tracked by Wall St. Rank hold IBMK as of Q1 2022.

  • Paulson Wealth Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Paulson Wealth Management sold 7,879 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q1 2022, an estimated $205K.
  • Paulson Wealth Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2017 and held it in 17 quarters.
  • Paulson Wealth Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.12M in Q3 2019.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q1 2022.

Based on Paulson Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.