Delta Wealth Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-726,014	Closed	-$17M	–	50
2025 Q3	$17M	Buy	726,014 +30,757	+4%	+$718K	13.27%	1
2025 Q2	$16.2M	Buy	695,257 +33,372	+5%	+$779K	13.6%	1
2025 Q1	$15.5M	Buy	661,885 +61,041	+10%	+$1.42M	14.04%	2
2024 Q4	$14M	Buy	600,844 +168,316	+39%	+$3.93M	13.21%	2
2024 Q3	$10.1M	Buy	432,528 +73,675	+21%	+$1.72M	9.7%	3
2024 Q2	$8.33M	Buy	358,853 +112,218	+45%	+$2.6M	8.16%	3
2024 Q1	$5.73M	Buy	+246,635	New	+$5.73M	5.92%	5

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Delta Wealth Advisors's IBTF Position: Q4 2025 in Review

Delta Wealth Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 726,014 shares — an estimated $17M sold.

Delta Wealth Advisors first reported a position in IBTF in Q1 2024 and held it in 7 quarters. The position peaked at $17M in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Delta Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Delta Wealth Advisors sold 726,014 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $17M.
Delta Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2024 and held it in 7 quarters.
Delta Wealth Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $17M in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Delta Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.