Physician Wealth Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$271K	Buy	13,890 +5,955	+75%	+$117K	0.03%	174
2026 Q1	$156K	Hold	7,935	–	–	0.02%	223
2025 Q4	$157K	Hold	7,935	–	–	0.02%	225
2025 Q3	$158K	Hold	7,935	–	–	0.02%	220
2025 Q2	$157K	Hold	7,935	–	–	0.02%	216
2025 Q1	$156K	Buy	7,935 +2,725	+52%	+$52.7K	0.03%	207
2024 Q4	$100K	Buy	+5,210	New	+$101K	0.02%	255

Other funds holding IBTK

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

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

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

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Physician Wealth Advisors increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 75% in Q2 2026, buying an estimated $117K and bringing the position to 13,890 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #174.

Physician Wealth Advisors first reported a position in IBTK in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Physician Wealth Advisors held 13,890 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $271K as of Q2 2026.
Physician Wealth Advisors bought 5,955 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $117K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #174 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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