Physician Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
Other funds holding IBDT
CIA
CAI
HPC
Physician Wealth Advisors's IBDT Position: Q2 2026 in Review
Physician Wealth Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 53% in Q2 2026, buying an estimated $118K and bringing the position to 13,466 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #147.
Physician Wealth Advisors first reported a position in IBDT in Q4 2024 and has held it in 7 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.
- Physician Wealth Advisors held 13,466 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $340K as of Q2 2026.
- Physician Wealth Advisors bought 4,687 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $118K.
- iShares iBonds Dec 2028 Term Corporate ETF made up 0.04% of Physician Wealth Advisors's portfolio in Q2 2026, its #147 holding.
- Physician Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
- 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.