Physician Wealth Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Buy	12,936 +5,772	+81%	+$125K	0.03%	168
2026 Q1	$156K	Hold	7,164	–	–	0.02%	222
2025 Q4	$157K	Hold	7,164	–	–	0.02%	226
2025 Q3	$157K	Hold	7,164	–	–	0.02%	221
2025 Q2	$157K	Hold	7,164	–	–	0.02%	217
2025 Q1	$156K	Buy	7,164 +2,470	+53%	+$53.1K	0.03%	208
2024 Q4	$100K	Buy	+4,694	New	+$101K	0.02%	254

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Physician Wealth Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 81% in Q2 2026, buying an estimated $125K and bringing the position to 12,936 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #168.

Physician Wealth Advisors first reported a position in IBTJ in Q4 2024 and has held it in 7 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Physician Wealth Advisors held 12,936 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $280K as of Q2 2026.
Physician Wealth Advisors bought 5,772 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $125K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #168 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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