Number of Shares
232,921.00
Current Holdings Value*
$6.01 Mil
% of Portfolio
4.05%
Total Estimate Gain
$-60,794.30
% of Total Estimate Gain
-1.00%

Paradigm, Strategies in Wealth Management, LLC's iBonds Dec 2034 Term Corporate ETF Holding Summary

As of 2025-03-31, Paradigm, Strategies in Wealth Management, LLC held 232,921.00 shares of iBonds Dec 2034 Term Corporate ETF(IBDZ), totaling $6.01 Mil. This investment constitutes 4.05% of their stock portfolio, and Paradigm, Strategies in Wealth Management, LLC now holds 1.82% of the outstanding iBonds Dec 2034 Term Corporate ETF(IBDZ) stock.

The initial trade took place in 2024Q3. And since then Paradigm, Strategies in Wealth Management, LLC has made 3 purchases of IBDZ, at an average price of $26.10, for a total of 232,921.00 shares. Based on historical transaction data and IBDZ's current price of $25.84, Paradigm, Strategies in Wealth Management, LLC's estimated gain on his IBDZ holdings is $-60,794.30, reflecting a -1.00% gain to date.

Paradigm, Strategies in Wealth Management, LLC IBDZ ($25.84) Holding Chart

Paradigm, Strategies in Wealth Management, LLC IBDZ ($25.84) 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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