Physician Wealth Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Buy
10,396
+34
+0.3% +$760 0.04% 162
2025
Q1
$231K Buy
10,362
+4,132
+66% +$91.9K 0.04% 159
2024
Q4
$136K Buy
+6,230
New +$136K 0.02% 220