Number of Shares
148,184.00
Current Holdings Value*
$3.70 Mil
% of Portfolio
2.5%
Total Estimate Gain
$190,130.04
% of Total Estimate Gain
2.77%

Paradigm, Strategies in Wealth Management, LLC's iShares iBonds Dec 2032 Term Corporate ETF Holding Summary

As of 2025-03-31, Paradigm, Strategies in Wealth Management, LLC held 148,184.00 shares of iShares iBonds Dec 2032 Term Corporate ETF(IBDX), totaling $3.70 Mil. This investment constitutes 2.5% of their stock portfolio, and Paradigm, Strategies in Wealth Management, LLC now holds 0.35% of the outstanding iShares iBonds Dec 2032 Term Corporate ETF(IBDX) stock.

The initial trade took place in 2023Q2. And since then Paradigm, Strategies in Wealth Management, LLC has made 3 purchases of IBDX, at an average price of $24.47, for a total of 280,023.00 shares. In addition, there have been 5 sales at an average price of $25.16 for 131,839.00 shares. Based on historical transaction data and IBDX's current price of $25.15, Paradigm, Strategies in Wealth Management, LLC's estimated gain on his IBDX holdings is $190,130.04, reflecting a 2.77% gain to date.

Paradigm, Strategies in Wealth Management, LLC IBDX ($25.15) Holding Chart

Paradigm, Strategies in Wealth Management, LLC IBDX ($25.15) 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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