PA
IBDO

PSI Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

PSI Advisors’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-41,924
Closed -$1.06M – 899
2023
Q3 		$1.06M Buy
41,924
+2,600
+7% +$65.7K 0.46% 39
2023
Q2 		$995K Buy
39,324
+32,991
+521% +$832K 0.44% 45
2023
Q1 		$160K Buy
6,333
+5,893
+1,339% +$148K 0.08% 130
2022
Q4 		$11K Buy
+440
New +$11K 0.01% 412

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

PSI Advisors's IBDO Position: Q4 2023 in Review

PSI Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 41,924 shares — an estimated $1.06M sold.

PSI Advisors first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $1.06M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • PSI Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • PSI Advisors sold 41,924 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.06M.
  • PSI Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • PSI Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.06M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on PSI Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.