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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Physician Wealth Advisors's IBTF Position: Q4 2025 in Review

Physician Wealth Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 9,821 shares — an estimated $229K sold.

Physician Wealth Advisors first reported a position in IBTF in Q4 2024 and held it in 4 quarters. The position peaked at $229K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Physician Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 9,821 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $229K.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
Physician Wealth Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $229K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.