Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Paradigm, Strategies In Wealth Management, LLC

$144 Million
Q4 2024

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 149,385 shares of IBDX stock, worth $3.67 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares

149,385

Previous 153,433 2.64%

Holding current value

$3.67 Million

Previous $3.94 Million 6.92%

% of portfolio

2.54%

Previous 2.58%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$24.5 - $25.72 $99,176 - $104,114	-4,048 Reduced 2.64%	149,385 $3.67 Million
Q3 2024 Oct 24, 2024	SELL	$24.34 - $25.83 $2.84 Million - $3.01 Million	-116,532 Reduced 43.17%	153,433 $3.94 Million
Q2 2024 Jul 30, 2024	BUY	$24.0 - $24.77 $494,760 - $510,633	20,615 Added 8.27%	269,965 $6.63 Million
Q1 2024 May 02, 2024	SELL	$24.5 - $25.2 $92,193 - $94,827	-3,763 Reduced 1.49%	249,350 $6.19 Million
Q4 2023 Jan 26, 2024	SELL	$22.73 - $25.34 $143,085 - $159,515	-6,295 Reduced 2.43%	253,113 $6.39 Million
Q3 2023 Oct 25, 2023	BUY	$23.44 - $24.77 $1.39 Million - $1.47 Million	59,403 Added 29.7%	259,408 $6.09 Million
Q2 2023 Jul 19, 2023	BUY	$24.35 - $25.33 $4.87 Million - $5.07 Million	200,005 New	200,005 $4.92 Million

About ISHARES TR IBONDS DEC 2032 TER

Ticker IBDX
Sector ETFs
Industry ETFs

More about IBDX

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 2032 Ter Transaction History