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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$155K Hold
6,892
0.02% 220
2025
Q1
$155K Buy
6,892
+2,350
+52% +$52.7K 0.03% 210
2024
Q4
$101K Buy
+4,542
New +$101K 0.02% 252