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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$157K	Hold	7,164	–	–	0.02%	217
2025 Q1	$156K	Buy	7,164 +2,470	+53%	+$53.8K	0.03%	208
2024 Q4	$100K	Buy	+4,694	New	+$100K	0.02%	254