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Physician Wealth Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Physician Wealth Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$170K Buy
7,787
+5,317
+215% +$116K 0.02% 236
2026
Q1 		$54.1K Hold
2,470
– – 0.01% 386
2025
Q4 		$54.5K Hold
2,470
– – 0.01% 373
2025
Q3 		$54.7K Hold
2,470
– – 0.01% 363
2025
Q2 		$54.3K Hold
2,470
– – 0.01% 332
2025
Q1 		$53.6K Buy
+2,470
New +$53.1K 0.01% 323

Other funds holding IBDV

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

Physician Wealth Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 215% in Q2 2026, buying an estimated $116K and bringing the position to 7,787 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #236.

Physician Wealth Advisors first reported a position in IBDV in Q1 2025 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Physician Wealth Advisors held 7,787 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $170K as of Q2 2026.
  • Physician Wealth Advisors bought 5,317 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $116K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #236 holding.
  • Physician Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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