PWM
IBML
Paulson Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,938
| Closed | -$202K | – | 85 |
|
|
2022
Q2 | $202K | Sell |
7,938
-170
| -2% | -$4.33K | 0.11% | 72 |
|
|
2022
Q1 | $207K | Sell |
8,108
-343
| -4% | -$8.76K | 0.09% | 80 |
|
|
2021
Q4 | $219K | Sell |
8,451
-22,173
| -72% | -$575K | 0.1% | 84 |
|
|
2021
Q3 | $796K | Sell |
30,624
-262
| -0.8% | -$6.81K | 0.38% | 30 |
|
|
2021
Q2 | $806K | Sell |
30,886
-3,273
| -10% | -$85.4K | 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% | -$4.51K | 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% | -$25.4K | 0.79% | 23 |
|
|
2019
Q3 | $1.13M | Buy |
43,789
+1,444
| +3% | +$37.2K | 0.85% | 19 |
|
|
2019
Q2 | $1.09M | Buy |
42,345
+9,404
| +29% | +$243K | 0.82% | 20 |
|
|
2019
Q1 | $839K | Buy |
32,941
+1,099
| +3% | +$28K | 0.64% | 29 |
|
|
2018
Q4 | $804K | Buy |
31,842
+20,673
| +185% | +$522K | 0.66% | 36 |
|
|
2018
Q3 | $275K | Buy |
11,169
+755
| +7% | +$18.6K | 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% | +$89.9K | 0.26% | 93 |
|
|
2017
Q4 | $170K | Buy |
+6,760
| New | +$170K | 0.15% | 122 |
|