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 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

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PWM

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

CCWA

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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

QFA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Physician Wealth Advisors held its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) position steady in Q2 2026 at 6,500 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #240.

Physician Wealth Advisors first reported a position in IBMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $170K in Q3 2025. 54 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

Physician Wealth Advisors held 6,500 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $168K as of Q2 2026.
Physician Wealth Advisors left its iShares iBonds Dec 2030 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #240 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 5 quarters since.
Physician Wealth Advisors's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $170K in Q3 2025.
54 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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