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 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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

LFS

Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Delta Wealth Advisors's IBHF Position: Q2 2026 in Review

Delta Wealth Advisors increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 6.4% in Q2 2026, buying an estimated $416K and bringing the position to 301,742 shares worth $6.83M. The position accounts for 4.88% of the portfolio, ranked #7.

Delta Wealth Advisors first reported a position in IBHF in Q4 2024 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Delta Wealth Advisors held 301,742 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $6.83M as of Q2 2026.
Delta Wealth Advisors bought 18,278 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $416K.
iShares iBonds 2026 Term High Yield and Income ETF made up 4.88% of Delta Wealth Advisors's portfolio in Q2 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 7 quarters since.
48 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.