Paulson Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,496	Closed	-$232K	–	124
2018 Q3	$232K	Sell	4,496 -20	-0.4%	-$1.04K	0.21%	109
2018 Q2	$234K	Sell	4,516 -446	-9%	-$23.1K	0.23%	98
2018 Q1	$258K	Sell	4,962 -178	-3%	-$9.26K	0.26%	92
2017 Q4	$269K	Buy	+5,140	New	+$270K	0.24%	81

Other funds holding IGSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Paulson Wealth Management's IGSB Position: Q4 2018 in Review

Paulson Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2018, closing a stake of 4,496 shares — an estimated $232K sold.

Paulson Wealth Management first reported a position in IGSB in Q4 2017 and held it in 4 quarters. The position peaked at $269K in Q4 2017. 567 funds tracked by Wall St. Rank hold IGSB as of Q4 2018.

Paulson Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Paulson Wealth Management sold 4,496 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $232K.
Paulson Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
Paulson Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $269K in Q4 2017.
567 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Paulson Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.