Delta Wealth Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Delta Wealth Advisors’s Portfolio IBHF Stock Details IBHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.75M	Sell	299,397 -2,345	-0.8%	-$52.8K	4.63%	7
2026 Q2	$6.83M	Buy	301,742 +18,278	+6%	+$416K	4.88%	7
2026 Q1	$6.51M	Buy	283,464 +153,549	+118%	+$3.54M	4.95%	6
2025 Q4	$3M	Buy	129,915 +112,757	+657%	+$2.62M	2.51%	17
2025 Q3	$401K	Buy	17,158 +1,598	+10%	+$37.2K	0.31%	34
2025 Q2	$361K	Sell	15,560 -83	-0.5%	-$1.91K	0.3%	35
2025 Q1	$363K	Buy	15,643 +1,899	+14%	+$44.2K	0.33%	27
2024 Q4	$318K	Buy	+13,744	New	+$319K	0.3%	33

Other funds holding IBHF

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Evexia Wealth Stevens Point, Wisconsin $360M AUM 16.84% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return

Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return

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

Delta Wealth Advisors reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.78% in Q3 2026, selling an estimated $52.8K and leaving 299,397 shares worth $6.75M. The position accounts for 4.63% of the portfolio, ranked #7.

Delta Wealth Advisors first reported a position in IBHF in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.83M in Q2 2026. 91 funds tracked by Wall St. Rank hold IBHF as of Q3 2026.

Delta Wealth Advisors held 299,397 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $6.75M as of Q3 2026.
Delta Wealth Advisors sold 2,345 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2026, an estimated $52.8K.
iShares iBonds 2026 Term High Yield and Income ETF made up 4.63% of Delta Wealth Advisors's portfolio in Q3 2026, its #7 holding.
Delta Wealth Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 8 quarters since.
Delta Wealth Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $6.83M in Q2 2026.
91 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2026.

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