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 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 $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Physician Wealth Advisors's IBTK Position: Q1 2026 in Review

Physician Wealth Advisors held its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) position steady in Q1 2026 at 7,935 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #223.

Physician Wealth Advisors first reported a position in IBTK in Q4 2024 and has held it in 6 quarters since. The position peaked at $158K in Q3 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q1 2026.

Physician Wealth Advisors held 7,935 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $156K as of Q1 2026.
Physician Wealth Advisors left its iShares iBonds Dec 2030 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q1 2026, its #223 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $158K in Q3 2025.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.