Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Paradigm, Strategies In Wealth Management, LLC

$162 Million
Q1 2024

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 15,394 shares of IBMN stock, worth $406,709. This represents 0.25% of its overall portfolio holdings.

Number of Shares

15,394

Previous 31,162 50.6%

Holding current value

$406,709

Previous $827,000 50.79%

% of portfolio

0.25%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$26.4 - $26.55 $416,275 - $418,640	-15,768 Reduced 50.6%	15,394 $407,000
Q4 2023 Jan 26, 2024	BUY	$26.02 - $26.55 $98,407 - $100,412	3,782 Added 13.81%	31,162 $827,000
Q3 2023 Oct 25, 2023	BUY	$26.08 - $26.38 $178,778 - $180,834	6,855 Added 33.4%	27,380 $714,000
Q1 2023 May 02, 2023	BUY	$26.16 - $26.7 $64,065 - $65,388	2,449 Added 13.55%	20,525 $546,000
Q3 2022 Nov 09, 2022	BUY	$26.01 - $26.92 $55,167 - $57,097	2,121 Added 13.29%	18,076 $469,000

Q4 2021 Feb 08, 2022	BUY	$27.84 - $27.95 $29,928 - $30,046	1,075 Added 7.22%	15,955 $445,000
Q1 2021 Apr 29, 2021	BUY	$27.83 - $28.23 $414,110 - $420,062	14,880 New	14,880 $416,000

Others Institutions Holding IBMN

# of Institutions

158

Shares Held

17.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2025 TER

Ticker IBMN
Sector ETFs
Industry ETFs

More about IBMN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Paradigm, Strategies In Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paradigm, Strategies In Wealth Management, LLC with notifications on news.

Account

Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History