Physician Wealth Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History
Bought
Maintained
Sold
Other funds holding IBDY
CIA
CAI
SIC
SF
SL
MCM
Physician Wealth Advisors's IBDY Position: Q2 2026 in Review
Physician Wealth Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 72% in Q2 2026, buying an estimated $17K and bringing the position to 1,571 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #482.
Physician Wealth Advisors first reported a position in IBDY in Q1 2026 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.
- Physician Wealth Advisors held 1,571 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $40.4K as of Q2 2026.
- Physician Wealth Advisors bought 660 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $17K.
- iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #482 holding.
- Physician Wealth Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
- 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.