Physician Wealth Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$668K	Buy	29,856 +22,964	+333%	+$514K	0.08%	99
2026 Q1	$155K	Hold	6,892	–	–	0.02%	228
2025 Q4	$155K	Hold	6,892	–	–	0.02%	227
2025 Q3	$155K	Hold	6,892	–	–	0.02%	222
2025 Q2	$155K	Hold	6,892	–	–	0.02%	220
2025 Q1	$155K	Buy	6,892 +2,350	+52%	+$52.3K	0.03%	210
2024 Q4	$101K	Buy	+4,542	New	+$101K	0.02%	252

Other funds holding IBTH

HPC

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SWM

Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Physician Wealth Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 333% in Q2 2026, buying an estimated $514K and bringing the position to 29,856 shares worth $668K. The position accounts for 0.08% of the portfolio, ranked #99.

Physician Wealth Advisors first reported a position in IBTH in Q4 2024 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Physician Wealth Advisors held 29,856 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $668K as of Q2 2026.
Physician Wealth Advisors bought 22,964 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $514K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.08% of Physician Wealth Advisors's portfolio in Q2 2026, its #99 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
60 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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