PSI Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

PSI Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.13M	Buy	46,601 +1,375	+3%	+$33.3K	0.27%	56
2025 Q4	$1.1M	Buy	45,226 +21,425	+90%	+$519K	0.28%	54
2025 Q3	$578K	Buy	23,801 +4,860	+26%	+$118K	0.15%	71
2025 Q2	$459K	Buy	18,941 +415	+2%	+$10K	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%	+$27.6K	0.13%	89
2024 Q2	$414K	Buy	17,381 +1,771	+11%	+$42.1K	0.13%	91
2024 Q1	$372K	Hold	15,610	–	–	0.13%	94
2023 Q4	$373K	Buy	15,610 +9,610	+160%	+$226K	0.14%	91
2023 Q3	$140K	Buy	6,000 +4,100	+216%	+$96K	0.06%	153
2023 Q2	$44.6K	Hold	1,900	–	–	0.02%	256
2023 Q1	$45.1K	Buy	1,900 +746	+65%	+$17.6K	0.02%	235
2022 Q4	$26.9K	Buy	+1,154	New	+$26.8K	0.01%	282

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PSI Advisors's IBDR Position: Q1 2026 in Review

PSI Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3% in Q1 2026, buying an estimated $33.3K and bringing the position to 46,601 shares worth $1.13M. The position accounts for 0.27% of the portfolio, ranked #56.

PSI Advisors first reported a position in IBDR in Q4 2022 and has held it in 14 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

PSI Advisors held 46,601 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.13M as of Q1 2026.
PSI Advisors bought 1,375 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $33.3K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.27% of PSI Advisors's portfolio in Q1 2026, its #56 holding.
PSI Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 14 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on PSI Advisors's 13F filing for Q1 2026, filed 15 May 2026.