Physician Wealth Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$116K	Buy	+5,552	New	+$116K	0.01%	291

Other funds holding IBDW

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

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

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Winthrop Partners - WNY Buffalo, New York $202M AUM

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026: 5,552 shares worth $116K. The stake represents 0.01% of the portfolio and ranks #291 among its holdings.

58 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Physician Wealth Advisors held 5,552 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $116K as of Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF was a new Physician Wealth Advisors position in Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #291 holding.
58 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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