Physician Wealth Advisors’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$96.2K	Hold	4,000	–	–	0.01%	327
2026 Q2	$102K	Hold	4,000	–	–	0.01%	311
2026 Q1	$103K	Hold	4,000	–	–	0.01%	271
2025 Q4	$103K	Hold	4,000	–	–	0.01%	267
2025 Q3	$104K	Hold	4,000	–	–	0.01%	267
2025 Q2	$103K	Hold	4,000	–	–	0.02%	261
2025 Q1	$103K	Hold	4,000	–	–	0.02%	248
2024 Q4	$99.3K	Buy	+4,000	New	+$102K	0.02%	257

Other funds holding IBTP

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Atlantic Private Wealth Chapel Hill, North Carolina $169M AUM 13.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Accretive Wealth Partners Parsippany, New Jersey $470M AUM 11% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $2.07B AUM 40.45% 1-Year Est. Return

Petros Family Wealth Bloomington, Minnesota $171M AUM 25.62% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.43% 1-Year Est. Return

Physician Wealth Advisors's IBTP Position: Q3 2026 in Review

Physician Wealth Advisors held its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) position steady in Q3 2026 at 4,000 shares worth $96.2K. The position accounts for 0.01% of the portfolio, ranked #327.

Physician Wealth Advisors first reported a position in IBTP in Q4 2024 and has held it in 8 quarters since. The position peaked at $104K in Q3 2025. 35 funds tracked by Wall St. Rank hold IBTP as of Q3 2026.

Physician Wealth Advisors held 4,000 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $96.2K as of Q3 2026.
Physician Wealth Advisors left its iShares iBonds Dec 2034 Term Treasury ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2034 Term Treasury ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #327 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $104K in Q3 2025.
35 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.