Physician Wealth Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$102K	Hold	4,173	–	–	0.01%	275
2025 Q4	$102K	Hold	4,173	–	–	0.01%	271
2025 Q3	$103K	Hold	4,173	–	–	0.01%	271
2025 Q2	$102K	Hold	4,173	–	–	0.02%	262
2025 Q1	$102K	Hold	4,173	–	–	0.02%	253
2024 Q4	$98.6K	Buy	+4,173	New	+$101K	0.02%	259

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

CIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

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

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Physician Wealth Advisors held its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) position steady in Q1 2026 at 4,173 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #275.

Physician Wealth Advisors first reported a position in IBTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $103K in Q3 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

Physician Wealth Advisors held 4,173 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $102K as of Q1 2026.
Physician Wealth Advisors left its iShares iBonds Dec 2033 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #275 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $103K in Q3 2025.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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