Delta Wealth Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
Other funds holding IBTH
HPC
GI
IWC
NA
Delta Wealth Advisors's IBTH Position: Q2 2026 in Review
Delta Wealth Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.87% in Q2 2026, buying an estimated $72.8K and bringing the position to 376,171 shares worth $8.41M. The position accounts for 6.01% of the portfolio, ranked #4.
Delta Wealth Advisors first reported a position in IBTH in Q4 2025 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.
- Delta Wealth Advisors held 376,171 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $8.41M as of Q2 2026.
- Delta Wealth Advisors bought 3,251 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $72.8K.
- iShares iBonds Dec 2027 Term Treasury ETF made up 6.01% of Delta Wealth Advisors's portfolio in Q2 2026, its #4 holding.
- Delta Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
- 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.
Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.