PSI Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-48,758
| Closed | -$1.12M | – | 359 |
|
|
2025
Q1 | $1.12M | Sell |
48,758
-2,600
| -5% | -$59.6K | 0.36% | 38 |
|
|
2024
Q4 | $1.17M | Sell |
51,358
-12,055
| -19% | -$275K | 0.35% | 43 |
|
|
2024
Q3 | $1.46M | Buy |
63,413
+1,320
| +2% | +$30.4K | 0.43% | 43 |
|
|
2024
Q2 | $1.41M | Buy |
62,093
+58,240
| +1,512% | +$1.32M | 0.45% | 41 |
|
|
2024
Q1 | $87.5K | Hold |
3,853
| – | – | 0.03% | 193 |
|
|
2023
Q4 | $88.1K | Buy |
3,853
+200
| +5% | +$4.57K | 0.03% | 200 |
|
|
2023
Q3 | $82.1K | Buy |
3,653
+2,540
| +228% | +$57.1K | 0.04% | 195 |
|
|
2023
Q2 | $25.2K | Hold |
1,113
| – | – | 0.01% | 353 |
|
|
2023
Q1 | $25.7K | Buy |
+1,113
| New | +$25.7K | 0.01% | 307 |
|