PSI Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
18,941
+415
| +2% | +$10.1K | 0.23% | 60 |
|
|
2025
Q1 | $449K | Hold |
18,526
| – | – | 0.15% | 76 |
|
|
2024
Q4 | $446K | Hold |
18,526
| – | – | 0.13% | 85 |
|
|
2024
Q3 | $450K | Buy |
18,526
+1,145
| +7% | +$27.8K | 0.13% | 89 |
|
|
2024
Q2 | $414K | Buy |
17,381
+1,771
| +11% | +$42.2K | 0.13% | 91 |
|
|
2024
Q1 | $372K | Hold |
15,610
| – | – | 0.13% | 94 |
|
|
2023
Q4 | $373K | Buy |
15,610
+9,610
| +160% | +$230K | 0.14% | 91 |
|
|
2023
Q3 | $140K | Buy |
6,000
+4,100
| +216% | +$95.7K | 0.06% | 153 |
|
|
2023
Q2 | $44.6K | Hold |
1,900
| – | – | 0.02% | 256 |
|
|
2023
Q1 | $45.1K | Buy |
1,900
+746
| +65% | +$17.7K | 0.02% | 235 |
|
|
2022
Q4 | $26.9K | Buy |
+1,154
| New | +$26.9K | 0.01% | 282 |
|