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

Physician Wealth Advisors’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$282K Buy
12,739
+5,754
+82% +$128K 0.03% 167
2026
Q1 		$156K Sell
6,985
-3,488
-33% -$78K 0.02% 226
2025
Q4 		$234K Buy
10,473
+44
+0.4% +$985 0.03% 177
2025
Q3 		$233K Buy
10,429
+33
+0.3% +$737 0.03% 169
2025
Q2 		$232K Buy
10,396
+34
+0.3% +$756 0.04% 162
2025
Q1 		$231K Buy
10,362
+4,132
+66% +$91K 0.04% 159
2024
Q4 		$136K Buy
+6,230
New +$137K 0.02% 220

Other funds holding IBTI

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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

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

Physician Wealth Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 82% in Q2 2026, buying an estimated $128K and bringing the position to 12,739 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #167.

Physician Wealth Advisors first reported a position in IBTI in Q4 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Physician Wealth Advisors held 12,739 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $282K as of Q2 2026.
  • Physician Wealth Advisors bought 5,754 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $128K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #167 holding.
  • Physician Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 50 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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