Physician Wealth Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$111K Buy
4,603
+8
+0.2% +$198 0.01% 310
2026
Q2
$116K Buy
+4,595
New +$116K 0.01% 290

Other funds holding IBDX

Physician Wealth Advisors's IBDX Position: Q3 2026 in Review

Physician Wealth Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 0.17% in Q3 2026, buying an estimated $198 and bringing the position to 4,603 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #310.

Physician Wealth Advisors first reported a position in IBDX in Q2 2026 and has held it in 2 quarters since. The position peaked at $116K in Q2 2026. 89 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

  • Physician Wealth Advisors held 4,603 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $111K as of Q3 2026.
  • Physician Wealth Advisors bought 8 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $198.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #310 holding.
  • Physician Wealth Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $116K in Q2 2026.
  • 89 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.