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 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 $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Physician Wealth Advisors's IBDS Position: Q1 2026 in Review

Physician Wealth Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 215% in Q1 2026, buying an estimated $113K and bringing the position to 6,825 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #214.

Physician Wealth Advisors first reported a position in IBDS in Q1 2025 and has held it in 5 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Physician Wealth Advisors held 6,825 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $165K as of Q1 2026.
Physician Wealth Advisors bought 4,655 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $113K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q1 2026, its #214 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.