DWA
IBHD

Delta Wealth Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Delta Wealth Advisors’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-109,444
Closed -$2.55M – 43
2024
Q3 		$2.55M Sell
109,444
-1,639
-1% -$38K 2.44% 14
2024
Q2 		$2.58M Buy
111,083
+8,884
+9% +$206K 2.53% 14
2024
Q1 		$2.38M Buy
+102,199
New +$2.38M 2.46% 13

Other funds holding IBHD

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Delta Wealth Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 109,444 shares — an estimated $2.55M sold.

Delta Wealth Advisors first reported a position in IBHD in Q1 2024 and held it in 3 quarters. The position peaked at $2.58M in Q2 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Delta Wealth Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Delta Wealth Advisors sold 109,444 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $2.55M.
  • Delta Wealth Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2024 and held it in 3 quarters.
  • Delta Wealth Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.58M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

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