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

Delta Wealth Advisors’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 Q4	–	Sell	-49,258	Closed	-$1.14M	–	49
2025 Q3	$1.14M	Buy	49,258 +2,226	+5%	+$51.6K	0.9%	21
2025 Q2	$1.09M	Sell	47,032 -220	-0.5%	-$5.1K	0.92%	20
2025 Q1	$1.1M	Buy	47,252 +7,604	+19%	+$177K	1%	18
2024 Q4	$920K	Buy	+39,648	New	+$920K	0.87%	18
2024 Q3	–	Sell	-49,810	Closed	-$1.16M	–	44
2024 Q2	$1.16M	Buy	49,810 +1,317	+3%	+$30.6K	1.14%	18
2024 Q1	$1.13M	Buy	+48,493	New	+$1.13M	1.17%	21

Other funds holding IBHE

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

Delta Wealth Advisors's IBHE Position: Q4 2025 in Review

Delta Wealth Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 49,258 shares — an estimated $1.14M sold.

Delta Wealth Advisors first reported a position in IBHE in Q1 2024 and held it in 6 quarters. The position peaked at $1.16M in Q2 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Delta Wealth Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Delta Wealth Advisors sold 49,258 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $1.14M.
Delta Wealth Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 6 quarters.
Delta Wealth Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.16M in Q2 2024.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Delta Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.