IBMP — ISHARES IBONDS

Ownership history in PSI Advisors, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which PSI Advisors, LLC reported a position in ISHARES IBONDS (IBMP). 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
0.84% (2025 Q4)
Avg. % of fund
0.43%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 131,846 +129,146 +4783.2% 0.84% $3.3M $25.28
2025 Q1 INITIATED 2,700 — — 0.02% $68K $24.66
% of Fund (quarterly)    IBMP price (monthly, adj. close)

Other funds also holding IBMP

As of 2025 Q4 — sorted by position size

Heartwood Wealth Advisors LLC 3Y 1.8% Praetorian Wealth Management, Inc. 3Y 1.31% Covington Investment Advisors Inc. 3Y 7Y 1.27% POSTROCK PARTNERS LLC 1.07% Paradiem, LLC 3Y 0.97% SONATA CAPITAL GROUP INC 3Y 7Y 0.96% LBMC INVESTMENT ADVISORS, LLC 3Y 7Y 0.84% Granite Harbor Advisors, Inc. 0.73% Kathmere Capital Management, LLC 3Y 0.7% Atwater Malick LLC 3Y 7Y 0.65%
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