PWM
IBML

Paulson Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Paulson Wealth Management’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,938
Closed -$202K – 85
2022
Q2 		$202K Sell
7,938
-170
-2% -$4.32K 0.11% 72
2022
Q1 		$207K Sell
8,108
-343
-4% -$8.81K 0.09% 80
2021
Q4 		$219K Sell
8,451
-22,173
-72% -$576K 0.1% 84
2021
Q3 		$796K Sell
30,624
-262
-0.8% -$6.83K 0.38% 30
2021
Q2 		$806K Sell
30,886
-3,273
-10% -$85.5K 0.39% 28
2021
Q1 		$895K Sell
34,159
-1,746
-5% -$45.7K 0.44% 28
2020
Q4 		$940K Sell
35,905
-6,423
-15% -$168K 0.55% 23
2020
Q3 		$1.11M Buy
42,328
+444
+1% +$11.7K 0.72% 25
2020
Q2 		$1.1M Sell
41,884
-172
-0.4% -$4.47K 0.77% 23
2020
Q1 		$1.09M Sell
42,056
-754
-2% -$19.5K 0.83% 22
2019
Q4 		$1.11M Sell
42,810
-979
-2% -$25.3K 0.79% 23
2019
Q3 		$1.13M Buy
43,789
+1,444
+3% +$37.3K 0.85% 19
2019
Q2 		$1.09M Buy
42,345
+9,404
+29% +$240K 0.82% 20
2019
Q1 		$839K Buy
32,941
+1,099
+3% +$27.8K 0.64% 29
2018
Q4 		$804K Buy
31,842
+20,673
+185% +$513K 0.66% 36
2018
Q3 		$275K Buy
11,169
+755
+7% +$18.9K 0.25% 96
2018
Q2 		$260K Buy
10,414
+41
+0.4% +$1.02K 0.26% 87
2018
Q1 		$258K Buy
10,373
+3,613
+53% +$90.4K 0.26% 93
2017
Q4 		$170K Buy
+6,760
New +$171K 0.15% 122

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Paulson Wealth Management's IBML Position: Q3 2022 in Review

Paulson Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2022, closing a stake of 7,938 shares — an estimated $202K sold.

Paulson Wealth Management first reported a position in IBML in Q4 2017 and held it in 19 quarters. The position peaked at $1.13M in Q3 2019. 142 funds tracked by Wall St. Rank hold IBML as of Q3 2022.

  • Paulson Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Paulson Wealth Management sold 7,938 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2022, an estimated $202K.
  • Paulson Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2017 and held it in 19 quarters.
  • Paulson Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.13M in Q3 2019.
  • 142 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2022.

Based on Paulson Wealth Management's 13F filing for Q3 2022, filed 3 Nov 2022.