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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Delta Wealth Advisors increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 6.3% in Q2 2026, buying an estimated $319K and bringing the position to 232,059 shares worth $5.43M. The position accounts for 3.88% of the portfolio, ranked #11.

Delta Wealth Advisors first reported a position in IBHI in Q4 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Delta Wealth Advisors held 232,059 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $5.43M as of Q2 2026.
Delta Wealth Advisors bought 13,651 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $319K.
iShares iBonds 2029 Term High Yield and Income ETF made up 3.88% of Delta Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Delta Wealth Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
93 funds tracked by Wall St. Rank held iShares iBonds 2029 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.