Physician Wealth Advisors, Inc.
Position in IBTJ — iShares iBonds Dec 2029 Term Treasury ETF
CIK 1795173
MIDVALE, UT
All Filings in IBTJ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTJ | $156,483 | 7,164 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 IBTJ | $157,213 | 7,164 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 IBTJ | $157,285 | 7,164 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 IBTJ | $157,034 | 7,164 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 IBTJ | $155,960 | 7,164 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 IBTJ | $100,104 | 4,694 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||