PSI Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$45.7K | 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% | +$13.3K | 0.03% | 205 |
|
|
2022
Q4 | $45.1K | Buy |
+1,930
| New | +$45.1K | 0.02% | 230 |
|