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IBDQ

PSI Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

PSI Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-65,485
Closed -$1.65M – 130
2025
Q3 		$1.65M Sell
65,485
-2,770
-4% -$69.6K 0.42% 35
2025
Q2 		$1.72M Hold
68,255
– – 0.84% 20
2025
Q1 		$1.72M Hold
68,255
– – 0.56% 29
2024
Q4 		$1.71M Sell
68,255
-1,294
-2% -$32.4K 0.51% 35
2024
Q3 		$1.75M Buy
69,549
+7,930
+13% +$198K 0.51% 39
2024
Q2 		$1.53M Buy
61,619
+8,251
+15% +$204K 0.48% 39
2024
Q1 		$1.32M Buy
53,368
+6,256
+13% +$155K 0.48% 39
2023
Q4 		$1.17M Buy
47,112
+15,670
+50% +$384K 0.44% 42
2023
Q3 		$766K Buy
31,442
+21,153
+206% +$516K 0.33% 56
2023
Q2 		$251K Buy
10,289
+1,000
+11% +$24.5K 0.11% 104
2023
Q1 		$228K Buy
9,289
+7,949
+593% +$194K 0.11% 106
2022
Q4 		$32.6K Buy
+1,340
New +$32.5K 0.02% 265

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

PSI Advisors's IBDQ Position: Q4 2025 in Review

PSI Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 65,485 shares — an estimated $1.65M sold.

PSI Advisors first reported a position in IBDQ in Q4 2022 and held it in 12 quarters. The position peaked at $1.75M in Q3 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • PSI Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • PSI Advisors sold 65,485 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.65M.
  • PSI Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 12 quarters.
  • PSI Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.75M in Q3 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on PSI Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.