Physician Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Physician Wealth Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$92.6K	Hold	3,820	–	–	0.01%	321
2026 Q1	$92.6K	Sell	3,820 -3,240	-46%	-$78.5K	0.01%	296
2025 Q4	$171K	Hold	7,060	–	–	0.02%	217
2025 Q3	$172K	Hold	7,060	–	–	0.02%	213
2025 Q2	$171K	Hold	7,060	–	–	0.03%	206
2025 Q1	$171K	Buy	7,060 +2,170	+44%	+$52.4K	0.03%	195
2024 Q4	$118K	Buy	+4,890	New	+$118K	0.02%	237

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Physician Wealth Advisors's IBDR Position: Q2 2026 in Review

Physician Wealth Advisors held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 3,820 shares worth $92.6K. The position accounts for 0.01% of the portfolio, ranked #321.

Physician Wealth Advisors first reported a position in IBDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $172K in Q3 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Physician Wealth Advisors held 3,820 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $92.6K as of Q2 2026.
Physician Wealth Advisors left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #321 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $172K in Q3 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.