Physician Wealth Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$383K	Hold	16,715	–	–	0.05%	126
2025 Q4	$382K	Hold	16,715	–	–	0.05%	121
2025 Q3	$384K	Hold	16,715	–	–	0.05%	124
2025 Q2	$383K	Hold	16,715	–	–	0.06%	121
2025 Q1	$383K	Buy	16,715 +2,290	+16%	+$52.3K	0.07%	112
2024 Q4	$329K	Buy	+14,425	New	+$329K	0.06%	129

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Physician Wealth Advisors's IBTG Position: Q1 2026 in Review

Physician Wealth Advisors held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q1 2026 at 16,715 shares worth $383K. The position accounts for 0.05% of the portfolio, ranked #126.

Physician Wealth Advisors first reported a position in IBTG in Q4 2024 and has held it in 6 quarters since. The position peaked at $384K in Q3 2025. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Physician Wealth Advisors held 16,715 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $383K as of Q1 2026.
Physician Wealth Advisors left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.05% of Physician Wealth Advisors's portfolio in Q1 2026, its #126 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $384K in Q3 2025.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.