PWM
IBMM
Paulson Wealth Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-18,699
| Closed | -$504K | – | 104 |
|
|
2021
Q3 | $504K | Sell |
18,699
-111
| -0.6% | -$2.99K | 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% | -$55.7K | 0.29% | 39 |
|
|
2020
Q4 | $640K | Sell |
23,616
-2,448
| -9% | -$66.3K | 0.37% | 34 |
|
|
2020
Q3 | $706K | Buy |
26,064
+95
| +0.4% | +$2.57K | 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% | +$38.5K | 0.49% | 35 |
|
|
2019
Q3 | $651K | Buy |
+24,749
| New | +$651K | 0.49% | 37 |
|