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PSI Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

PSI Advisors’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.08M Sell
42,300
-36,800
-47% -$939K 0.25% 60
2026
Q1 		$2.02M Sell
79,100
-30,000
-27% -$770K 0.48% 35
2025
Q4 		$2.79M Buy
+109,100
New +$2.79M 0.7% 30

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

PSI Advisors's IBMQ Position: Q2 2026 in Review

PSI Advisors reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 47% in Q2 2026, selling an estimated $939K and leaving 42,300 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #60.

PSI Advisors first reported a position in IBMQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.79M in Q4 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • PSI Advisors held 42,300 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.08M as of Q2 2026.
  • PSI Advisors sold 36,800 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $939K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.25% of PSI Advisors's portfolio in Q2 2026, its #60 holding.
  • PSI Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • PSI Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $2.79M in Q4 2025.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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