DWA
IBHI icon

Delta Wealth Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Delta Wealth Advisors’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.43M Buy
232,059
+13,651
+6% +$319K 3.88% 11
2026
Q1 		$5.09M Buy
218,408
+60,256
+38% +$1.42M 3.87% 11
2025
Q4 		$3.74M Buy
+158,152
New +$3.74M 3.13% 13

Other funds holding IBHI

MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return