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 Q3	$57.6K	Sell	2,375 -1,445	-38%	-$35K	0.01%	425
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Physician Wealth Advisors's IBDR Position: Q3 2026 in Review

Physician Wealth Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 38% in Q3 2026, selling an estimated $35K and leaving 2,375 shares worth $57.6K. The position accounts for 0.01% of the portfolio, ranked #425.

Physician Wealth Advisors first reported a position in IBDR in Q4 2024 and has held it in 8 quarters since. The position peaked at $172K in Q3 2025. 385 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Physician Wealth Advisors held 2,375 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $57.6K as of Q3 2026.
Physician Wealth Advisors sold 1,445 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $35K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #425 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $172K in Q3 2025.
385 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.