PSI Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

PSI Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$246K	Buy	10,150 +1,650	+19%	+$40.1K	0.06%	134
2025 Q4	$206K	Hold	8,500	–	–	0.05%	117
2025 Q3	$207K	Buy	+8,500	New	+$206K	0.05%	130
2025 Q2	–	Sell	-4,400	Closed	-$106K	–	350
2025 Q1	$106K	Hold	4,400	–	–	0.03%	166
2024 Q4	$105K	Hold	4,400	–	–	0.03%	181
2024 Q3	$107K	Hold	4,400	–	–	0.03%	182
2024 Q2	$104K	Hold	4,400	–	–	0.03%	177
2024 Q1	$105K	Hold	4,400	–	–	0.04%	173
2023 Q4	$105K	Buy	4,400 +1,910	+77%	+$44.6K	0.04%	171
2023 Q3	$57.6K	Hold	2,490	–	–	0.02%	233
2023 Q2	$58.5K	Hold	2,490	–	–	0.03%	225
2023 Q1	$59.3K	Buy	2,490 +560	+29%	+$13.2K	0.03%	205
2022 Q4	$45.1K	Buy	+1,930	New	+$44.7K	0.02%	230

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

PSI Advisors's IBDS Position: Q1 2026 in Review

PSI Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 19% in Q1 2026, buying an estimated $40.1K and bringing the position to 10,150 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #134.

PSI Advisors first reported a position in IBDS in Q4 2022 and has held it in 13 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

PSI Advisors held 10,150 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $246K as of Q1 2026.
PSI Advisors bought 1,650 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $40.1K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.06% of PSI Advisors's portfolio in Q1 2026, its #134 holding.
PSI Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2022 and has held it in 13 quarters since.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

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