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 Q2	$460K	Buy	20,081 +3,366	+20%	+$77K	0.05%	125
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Physician Wealth Advisors's IBTG Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 20% in Q2 2026, buying an estimated $77K and bringing the position to 20,081 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #125.

Physician Wealth Advisors first reported a position in IBTG in Q4 2024 and has held it in 7 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Physician Wealth Advisors held 20,081 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $460K as of Q2 2026.
Physician Wealth Advisors bought 3,366 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $77K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.05% of Physician Wealth Advisors's portfolio in Q2 2026, its #125 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.