Physician Wealth Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$262K	Buy	10,500 +4,000	+62%	+$102K	0.03%	177
2026 Q2	$168K	Hold	6,500	–	–	0.02%	240
2026 Q1	$168K	Hold	6,500	–	–	0.02%	212
2025 Q4	$169K	Hold	6,500	–	–	0.02%	219
2025 Q3	$170K	Hold	6,500	–	–	0.02%	215
2025 Q2	$167K	Buy	+6,500	New	+$165K	0.03%	209

Other funds holding IBMS

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

Physician Wealth Advisors increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 62% in Q3 2026, buying an estimated $102K and bringing the position to 10,500 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #177.

Physician Wealth Advisors first reported a position in IBMS in Q2 2025 and has held it in 6 quarters since. 83 funds tracked by Wall St. Rank hold IBMS as of Q3 2026.

Physician Wealth Advisors held 10,500 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $262K as of Q3 2026.
Physician Wealth Advisors bought 4,000 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q3 2026, an estimated $102K.
iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q3 2026, its #177 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2026.

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