Number of Shares
56,614.00
Current Holdings Value*
$1.42 Mil
% of Portfolio
0.96%
Total Estimate Gain
$57,393.71
% of Total Estimate Gain
2.58%

Paradigm, Strategies in Wealth Management, LLC's iShares iBonds Dec 2025 Term Corporate ETF Holding Summary

As of 2025-03-31, Paradigm, Strategies in Wealth Management, LLC held 56,614.00 shares of iShares iBonds Dec 2025 Term Corporate ETF(IBDQ), totaling $1.42 Mil. This investment constitutes 0.96% of their stock portfolio, and Paradigm, Strategies in Wealth Management, LLC now holds 0.05% of the outstanding iShares iBonds Dec 2025 Term Corporate ETF(IBDQ) stock.

The initial trade took place in 2021Q2. And since then Paradigm, Strategies in Wealth Management, LLC has made 7 purchases of IBDQ, at an average price of $24.61, for a total of 90,330.00 shares. In addition, there have been 4 sales at an average price of $25.44 for 33,716.00 shares. Based on historical transaction data and IBDQ's current price of $25.13, Paradigm, Strategies in Wealth Management, LLC's estimated gain on his IBDQ holdings is $57,393.71, reflecting a 2.58% gain to date.

Paradigm, Strategies in Wealth Management, LLC IBDQ ($25.13) Holding Chart

Paradigm, Strategies in Wealth Management, LLC IBDQ ($25.13) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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