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Delta Wealth Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Delta Wealth Advisors’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Buy
66,767
+13,277
+25% +$294K 1.06% 22
2026
Q1 		$1.19M Sell
53,490
-340
-0.6% -$7.6K 0.91% 23
2025
Q4 		$1.2M Buy
+53,830
New +$1.21M 1.01% 23

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Delta Wealth Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 25% in Q2 2026, buying an estimated $294K and bringing the position to 66,767 shares worth $1.48M. The position accounts for 1.06% of the portfolio, ranked #22.

Delta Wealth Advisors first reported a position in IBTI in Q4 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Delta Wealth Advisors held 66,767 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.48M as of Q2 2026.
  • Delta Wealth Advisors bought 13,277 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $294K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 1.06% of Delta Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Delta Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.