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 Q2	$246K	Hold	10,150	–	–	0.06%	131
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 $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

PSI Advisors's IBDS Position: Q2 2026 in Review

PSI Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 10,150 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #131.

PSI Advisors first reported a position in IBDS in Q4 2022 and has held it in 14 quarters since. The position peaked at $246K in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

PSI Advisors held 10,150 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $246K as of Q2 2026.
PSI Advisors left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.06% of PSI Advisors's portfolio in Q2 2026, its #131 holding.
PSI Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2022 and has held it in 14 quarters since.
PSI Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $246K in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.