Physician Wealth Advisors’s iShares iBonds Dec 2032 Term Muni Bond ETF IBMU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$96.4K	Buy	+4,000	New	+$100K	0.01%	326

Other funds holding IBMU

Members Wealth Media, Pennsylvania $200M AUM 9.84% 1-Year Est. Return

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

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return

Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in iShares iBonds Dec 2032 Term Muni Bond ETF (IBMU) in Q3 2026: 4,000 shares worth $96.4K. The stake represents 0.01% of the portfolio and ranks #326 among its holdings.

10 funds tracked by Wall St. Rank hold IBMU as of Q3 2026.

Physician Wealth Advisors held 4,000 shares of iShares iBonds Dec 2032 Term Muni Bond ETF worth $96.4K as of Q3 2026.
iShares iBonds Dec 2032 Term Muni Bond ETF was a new Physician Wealth Advisors position in Q3 2026.
iShares iBonds Dec 2032 Term Muni Bond ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #326 holding.
10 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Muni Bond ETF as of Q3 2026.

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