DWA
IBDP

Delta Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Delta Wealth Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-28,762
Closed -$725K – 44
2024
Q3 		$725K Hold
28,762
– – 0.69% 22
2024
Q2 		$723K Hold
28,762
– – 0.71% 22
2024
Q1 		$720K Buy
+28,762
New +$718K 0.74% 26

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Delta Wealth Advisors's IBDP Position: Q4 2024 in Review

Delta Wealth Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 28,762 shares — an estimated $725K sold.

Delta Wealth Advisors first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $725K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Delta Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Delta Wealth Advisors sold 28,762 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $725K.
  • Delta Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
  • Delta Wealth Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $725K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Delta Wealth Advisors's 13F filing for Q4 2024, filed 10 Oct 2025.