Physician Wealth Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$128K	Buy	+5,000	New	+$128K	0.02%	279

Other funds holding IBMO

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

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

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026: 5,000 shares worth $128K. The stake represents 0.02% of the portfolio and ranks #279 among its holdings.

32 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Physician Wealth Advisors held 5,000 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $128K as of Q2 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF was a new Physician Wealth Advisors position in Q2 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #279 holding.
32 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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