Physician Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$925K	Buy	38,336 +6	+0%	+$145	0.11%	89
2026 Q2	$928K	Buy	38,330 +31,505	+462%	+$762K	0.11%	81
2026 Q1	$165K	Buy	6,825 +4,655	+215%	+$113K	0.02%	214
2025 Q4	$52.7K	Hold	2,170	–	–	0.01%	382
2025 Q3	$52.8K	Hold	2,170	–	–	0.01%	373
2025 Q2	$52.7K	Hold	2,170	–	–	0.01%	339
2025 Q1	$52.5K	Buy	+2,170	New	+$52.2K	0.01%	329

Other funds holding IBDS

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

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

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

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

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 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

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

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

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

Physician Wealth Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.02% in Q3 2026, buying an estimated $145 and bringing the position to 38,336 shares worth $925K. The position accounts for 0.11% of the portfolio, ranked #89.

Physician Wealth Advisors first reported a position in IBDS in Q1 2025 and has held it in 7 quarters since. The position peaked at $928K in Q2 2026. 414 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Physician Wealth Advisors held 38,336 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $925K as of Q3 2026.
Physician Wealth Advisors bought 6 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $145.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.11% of Physician Wealth Advisors's portfolio in Q3 2026, its #89 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
Physician Wealth Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $928K in Q2 2026.
414 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

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