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 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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Physician Wealth Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 462% in Q2 2026, buying an estimated $762K and bringing the position to 38,330 shares worth $928K. The position accounts for 0.11% of the portfolio, ranked #81.

Physician Wealth Advisors first reported a position in IBDS in Q1 2025 and has held it in 6 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Physician Wealth Advisors held 38,330 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $928K as of Q2 2026.
Physician Wealth Advisors bought 31,505 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $762K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.11% of Physician Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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