IBMN ISHARES IBONDS

Ownership history in PSI Advisors, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which PSI Advisors, LLC reported a position in ISHARES IBONDS (IBMN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.16% (2025 Q3)
Avg. % of fund
1.18%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 312,292 +143,475 +85.0% 2.16% $8.4M $26.63
2025 Q1 ADDED 168,817 +28,356 +20.2% 1.47% $4.5M $26.30
2024 Q4 ADDED 140,461 +67,300 +92.0% 1.11% $3.7M $26.08
2024 Q3 UNCHANGED 73,161 0% 0.57% $2.0M $25.95
2024 Q2 INITIATED 73,161 0.61% $1.9M
% of Fund (quarterly)    IBMN price (monthly, adj. close)

Other funds also holding IBMN

As of 2025 Q4 — sorted by position size

IFP Advisors, Inc 3Y 7Y 0.01% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%
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