Physician Wealth Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285K	Buy	14,099 +9,079	+181%	+$184K	0.03%	164
2026 Q1	$102K	Hold	5,020	–	–	0.01%	273
2025 Q4	$103K	Hold	5,020	–	–	0.01%	269
2025 Q3	$103K	Hold	5,020	–	–	0.01%	270
2025 Q2	$103K	Hold	5,020	–	–	0.02%	260
2025 Q1	$102K	Hold	5,020	–	–	0.02%	252
2024 Q4	$99.4K	Buy	+5,020	New	+$101K	0.02%	256

Other funds holding IBTL

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

TPWA

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

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Physician Wealth Advisors increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 181% in Q2 2026, buying an estimated $184K and bringing the position to 14,099 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #164.

Physician Wealth Advisors first reported a position in IBTL in Q4 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Physician Wealth Advisors held 14,099 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $285K as of Q2 2026.
Physician Wealth Advisors bought 9,079 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $184K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #164 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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