Physician Wealth Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History
Bought
Maintained
Sold
Other funds holding IBTO
Physician Wealth Advisors's IBTO Position: Q3 2026 in Review
Physician Wealth Advisors increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 45% in Q3 2026, buying an estimated $81.4K and bringing the position to 11,014 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #187.
Physician Wealth Advisors first reported a position in IBTO in Q4 2024 and has held it in 8 quarters since. 20 funds tracked by Wall St. Rank hold IBTO as of Q3 2026.
- Physician Wealth Advisors held 11,014 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $253K as of Q3 2026.
- Physician Wealth Advisors bought 3,437 iShares iBonds Dec 2033 Term Treasury ETF shares in Q3 2026, an estimated $81.4K.
- iShares iBonds Dec 2033 Term Treasury ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q3 2026, its #187 holding.
- Physician Wealth Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
- 20 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2026.
Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.