Physician Wealth Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
Other funds holding IBTH
Physician Wealth Advisors's IBTH Position: Q3 2026 in Review
Physician Wealth Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 26% in Q3 2026, buying an estimated $171K and bringing the position to 37,506 shares worth $837K. The position accounts for 0.1% of the portfolio, ranked #92.
Physician Wealth Advisors first reported a position in IBTH in Q4 2024 and has held it in 8 quarters since. 129 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.
- Physician Wealth Advisors held 37,506 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $837K as of Q3 2026.
- Physician Wealth Advisors bought 7,650 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $171K.
- iShares iBonds Dec 2027 Term Treasury ETF made up 0.1% of Physician Wealth Advisors's portfolio in Q3 2026, its #92 holding.
- Physician Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
- 129 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.
Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.