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 Q2	$183K	Buy	7,577 +3,404	+82%	+$82.3K	0.02%	229
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 $2.97B AUM 23.94% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 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

CIM

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

CCG

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

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

Physician Wealth Advisors increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 82% in Q2 2026, buying an estimated $82.3K and bringing the position to 7,577 shares worth $183K. The position accounts for 0.02% of the portfolio, ranked #229.

Physician Wealth Advisors first reported a position in IBTO in Q4 2024 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Physician Wealth Advisors held 7,577 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $183K as of Q2 2026.
Physician Wealth Advisors bought 3,404 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $82.3K.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #229 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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