DWA
IBTE

Delta Wealth Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Delta Wealth Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-684,675
Closed -$16.4M – 42
2024
Q3 		$16.4M Sell
684,675
-3,792
-0.6% -$90.8K 15.74% 1
2024
Q2 		$16.5M Buy
688,467
+14,025
+2% +$335K 16.17% 1
2024
Q1 		$16.1M Buy
+674,442
New +$16.1M 16.67% 1

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Delta Wealth Advisors's IBTE Position: Q4 2024 in Review

Delta Wealth Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 684,675 shares — an estimated $16.4M sold.

Delta Wealth Advisors first reported a position in IBTE in Q1 2024 and held it in 3 quarters. The position peaked at $16.5M in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Delta Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Delta Wealth Advisors sold 684,675 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $16.4M.
  • Delta Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2024 and held it in 3 quarters.
  • Delta Wealth Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $16.5M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Delta Wealth Advisors's 13F filing for Q4 2024, filed 10 Oct 2025.