Delta Wealth Advisors LLC’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Delta Wealth Advisors LLC’s Portfolio IBHE Stock Details IBHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.09M	Sell
2025 Q1	$1.1M	Buy
2024 Q4	$920K	Buy
2024 Q3	–	Sell
2024 Q2	$1.16M	Buy
2024 Q1	$1.13M	Buy