PSI Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

PSI Advisors’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,330	Closed	-$30.8K	–	352
2025 Q1	$30.8K	Hold	1,330	–	–	0.01%	312
2024 Q4	$30.3K	Hold	1,330	–	–	0.01%	344
2024 Q3	$31.3K	Hold	1,330	–	–	0.01%	339
2024 Q2	$30.2K	Hold	1,330	–	–	0.01%	334
2024 Q1	$30.4K	Hold	1,330	–	–	0.01%	326
2023 Q4	$30.7K	Hold	1,330	–	–	0.01%	339
2023 Q3	$29.1K	Hold	1,330	–	–	0.01%	327
2023 Q2	$29.9K	Hold	1,330	–	–	0.01%	322
2023 Q1	$30.4K	Hold	1,330	–	–	0.01%	286
2022 Q4	$29.5K	Buy	+1,330	New	+$29.3K	0.02%	274

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

CIA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

PSI Advisors's IBDU Position: Q2 2025 in Review

PSI Advisors sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2025, closing a stake of 1,330 shares — an estimated $30.8K sold.

PSI Advisors first reported a position in IBDU in Q4 2022 and held it in 10 quarters. The position peaked at $31.3K in Q3 2024. 307 funds tracked by Wall St. Rank hold IBDU as of Q2 2025.

PSI Advisors reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 1,330 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2025, an estimated $30.8K.
PSI Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2022 and held it in 10 quarters.
PSI Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $31.3K in Q3 2024.
307 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2025.

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