PSI Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

PSI Advisors’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,000	Closed	-$25.3K	–	351
2025 Q1	$25.3K	Hold	1,000	–	–	0.01%	344
2024 Q4	$24.9K	Hold	1,000	–	–	0.01%	381
2024 Q3	$25.5K	Hold	1,000	–	–	0.01%	381
2024 Q2	$24.8K	Hold	1,000	–	–	0.01%	363
2024 Q1	$24.9K	Hold	1,000	–	–	0.01%	351
2023 Q4	$25.1K	Hold	1,000	–	–	0.01%	371
2023 Q3	$24K	Hold	1,000	–	–	0.01%	355
2023 Q2	$24.5K	Hold	1,000	–	–	0.01%	357
2023 Q1	$24.9K	Hold	1,000	–	–	0.01%	312
2022 Q4	$24.3K	Buy	+1,000	New	+$24.1K	0.01%	296

Other funds holding IBDT

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PSI Advisors's IBDT Position: Q2 2025 in Review

PSI Advisors sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2025, closing a stake of 1,000 shares — an estimated $25.3K sold.

PSI Advisors first reported a position in IBDT in Q4 2022 and held it in 10 quarters. The position peaked at $25.5K in Q3 2024. 361 funds tracked by Wall St. Rank hold IBDT as of Q2 2025.

PSI Advisors reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 1,000 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2025, an estimated $25.3K.
PSI Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and held it in 10 quarters.
PSI Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $25.5K in Q3 2024.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.