Delta Wealth Advisors
IBDR icon

Delta Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Delta Wealth Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.79M Buy
238,821
+9,667
+4% +$234K 3.98% 8
2026
Q2 		$5.55M Buy
229,154
+9,779
+4% +$237K 3.97% 10
2026
Q1 		$5.32M Buy
219,375
+52,088
+31% +$1.26M 4.05% 10
2025
Q4 		$4.05M Buy
+167,287
New +$4.06M 3.39% 11

Other funds holding IBDR

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
NovaPoint Capital
NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Delta Wealth Advisors's IBDR Position: Q3 2026 in Review

Delta Wealth Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 4.2% in Q3 2026, buying an estimated $234K and bringing the position to 238,821 shares worth $5.79M. The position accounts for 3.98% of the portfolio, ranked #8.

Delta Wealth Advisors first reported a position in IBDR in Q4 2025 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Delta Wealth Advisors held 238,821 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.79M as of Q3 2026.
  • Delta Wealth Advisors bought 9,667 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $234K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 3.98% of Delta Wealth Advisors's portfolio in Q3 2026, its #8 holding.
  • Delta Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • 148 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Delta Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.