DWA
IBTF

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

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return