PA
PSI Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-236,190
| Closed | -$5.52M | – | 358 |
|
|
2025
Q1 | $5.52M | Sell |
236,190
-11,882
| -5% | -$278K | 1.8% | 14 |
|
|
2024
Q4 | $5.79M | Buy |
248,072
+58,668
| +31% | +$1.37M | 1.72% | 14 |
|
|
2024
Q3 | $4.44M | Buy |
189,404
+6,610
| +4% | +$155K | 1.3% | 19 |
|
|
2024
Q2 | $4.24M | Buy |
182,794
+129,986
| +246% | +$3.02M | 1.34% | 19 |
|
|
2024
Q1 | $1.23M | Buy |
52,808
+9,205
| +21% | +$214K | 0.44% | 42 |
|
|
2023
Q4 | $1.02M | Buy |
43,603
+15,250
| +54% | +$355K | 0.38% | 50 |
|
|
2023
Q3 | $654K | Buy |
28,353
+17,010
| +150% | +$393K | 0.28% | 64 |
|
|
2023
Q2 | $262K | Hold |
11,343
| – | – | 0.12% | 100 |
|
|
2023
Q1 | $267K | Buy |
11,343
+6,963
| +159% | +$164K | 0.13% | 92 |
|
|
2022
Q4 | $102K | Buy |
+4,380
| New | +$102K | 0.05% | 151 |
|