PSI Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

PSI Advisors’s Portfolio IBTD Stock Details IBTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-135,568	Closed	-$3.36M	–	900
2023 Q3	$3.36M	Buy	135,568 +12,650	+10%	+$313K	1.46%	15
2023 Q2	$3.05M	Buy	122,918 +16,153	+15%	+$400K	1.34%	16
2023 Q1	$2.65M	Buy	106,765 +51,448	+93%	+$1.27M	1.28%	17
2022 Q4	$1.37M	Buy	55,317 +48,517	+713%	+$1.2M	0.73%	29
2022 Q3	$168K	Buy	+6,800	New	+$169K	0.09%	122

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PSI Advisors's IBTD Position: Q4 2023 in Review

PSI Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 135,568 shares — an estimated $3.36M sold.

PSI Advisors first reported a position in IBTD in Q3 2022 and held it in 5 quarters. The position peaked at $3.36M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

PSI Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
PSI Advisors sold 135,568 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $3.36M.
PSI Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 5 quarters.
PSI Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $3.36M in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on PSI Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.