DWA
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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
Q3 		$18.1M Buy
827,443
+760,676
+1,139% +$16.8M 12.45% 1
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Delta Wealth Advisors's IBTI Position: Q3 2026 in Review

Delta Wealth Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 1,139% in Q3 2026, buying an estimated $16.8M and bringing the position to 827,443 shares worth $18.1M. The position accounts for 12.45% of the portfolio, ranked #1.

Delta Wealth Advisors first reported a position in IBTI in Q4 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Delta Wealth Advisors held 827,443 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $18.1M as of Q3 2026.
  • Delta Wealth Advisors bought 760,676 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $16.8M.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 12.45% of Delta Wealth Advisors's portfolio in Q3 2026, its #1 holding.
  • Delta Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Delta Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.