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

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return