PWA
IBTF

Physician Wealth Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Physician Wealth Advisors’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,821
Closed -$229K – 2092
2025
Q3 		$229K Buy
9,821
+38
+0.4% +$887 0.03% 174
2025
Q2 		$229K Buy
9,783
+34
+0.3% +$793 0.04% 164
2025
Q1 		$228K Buy
9,749
+3,902
+67% +$91.1K 0.04% 162
2024
Q4 		$136K Buy
+5,847
New +$136K 0.02% 221

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return