Physician Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$170K	Buy	7,322 +5,022	+218%	+$116K	0.02%	237
2026 Q1	$53.5K	Hold	2,300	–	–	0.01%	387
2025 Q4	$53.8K	Hold	2,300	–	–	0.01%	377
2025 Q3	$54K	Hold	2,300	–	–	0.01%	366
2025 Q2	$53.7K	Hold	2,300	–	–	0.01%	335
2025 Q1	$53.2K	Buy	+2,300	New	+$52.7K	0.01%	328

Other funds holding IBDU

HPC

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

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

Physician Wealth Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 218% in Q2 2026, buying an estimated $116K and bringing the position to 7,322 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #237.

Physician Wealth Advisors first reported a position in IBDU in Q1 2025 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Physician Wealth Advisors held 7,322 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $170K as of Q2 2026.
Physician Wealth Advisors bought 5,022 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $116K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #237 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
87 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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