Paulson Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Sell |
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2022
Q1 | $207K | Sell |
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|
2021
Q4 | $219K | Sell |
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|
2021
Q3 | $796K | Sell |
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|
2021
Q2 | $806K | Sell |
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|
2021
Q1 | $895K | Sell |
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|
2020
Q4 | $940K | Sell |
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|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | $1.1M | Sell |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $1.11M | Sell |
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|
2019
Q3 | $1.13M | Buy |
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|
2019
Q2 | $1.09M | Buy |
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|
2019
Q1 | $839K | Buy |
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|
2018
Q4 | $804K | Buy |
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|
2018
Q3 | $275K | Buy |
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|
2018
Q2 | $260K | Buy |
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2018
Q1 | $258K | Buy |
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|
2017
Q4 | $170K | Buy |
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