Paulson Wealth Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Paulson Wealth Management’s Portfolio IBMM Stock Details IBMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-18,699	Closed	-$504K	–	105
2021 Q3	$504K	Sell	18,699 -111	-0.6%	-$3K	0.24%	51
2021 Q2	$508K	Sell	18,810 -2,751	-13%	-$74.3K	0.25%	51
2021 Q1	$584K	Sell	21,561 -2,055	-9%	-$55.6K	0.29%	39
2020 Q4	$640K	Sell	23,616 -2,448	-9%	-$66.2K	0.37%	34
2020 Q3	$706K	Buy	26,064 +95	+0.4%	+$2.58K	0.46%	30
2020 Q2	$701K	Hold	25,969	–	–	0.49%	30
2020 Q1	$686K	Sell	25,969 -223	-0.9%	-$5.89K	0.53%	28
2019 Q4	$699K	Buy	26,192 +1,443	+6%	+$38.1K	0.49%	35
2019 Q3	$651K	Buy	+24,749	New	+$654K	0.49%	37

Other funds holding IBMM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Paulson Wealth Management's IBMM Position: Q4 2021 in Review

Paulson Wealth Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2021, closing a stake of 18,699 shares — an estimated $504K sold.

Paulson Wealth Management first reported a position in IBMM in Q3 2019 and held it in 9 quarters. The position peaked at $706K in Q3 2020. 107 funds tracked by Wall St. Rank hold IBMM as of Q4 2021.

Paulson Wealth Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Paulson Wealth Management sold 18,699 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2021, an estimated $504K.
Paulson Wealth Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2019 and held it in 9 quarters.
Paulson Wealth Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $706K in Q3 2020.
107 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2021.

Based on Paulson Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.