Physician Wealth Advisors’s iShares iBonds Dec 2035 Term Muni Bond ETF IBMX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$213K	Buy	+9,150	New	+$223K	0.02%	213

Other funds holding IBMX

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

Heritage Family Offices Scottsdale, Arizona $303M AUM 20.28% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $217M AUM 11.49% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in iShares iBonds Dec 2035 Term Muni Bond ETF (IBMX) in Q3 2026: 9,150 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #213 among its holdings.

4 funds tracked by Wall St. Rank hold IBMX as of Q3 2026.

Physician Wealth Advisors held 9,150 shares of iShares iBonds Dec 2035 Term Muni Bond ETF worth $213K as of Q3 2026.
iShares iBonds Dec 2035 Term Muni Bond ETF was a new Physician Wealth Advisors position in Q3 2026.
iShares iBonds Dec 2035 Term Muni Bond ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #213 holding.
4 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Muni Bond ETF as of Q3 2026.

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