Delta Wealth Advisors »

Ishares Tr ibonds 25 trm hg shares owned by Delta Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds 25 trm hg (IBHE) shares owned by Delta Wealth Advisors from 13F filings

Historical chart of Delta Wealth Advisors investment in Ishares Tr ibonds 25 trm hg

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds 25 trm hg held by Delta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibonds 25 trm hg by Delta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 49k 23.22
2025-06-30 $1.1M 47k 23.26
2025-03-31 $1.1M 47k 23.24
2024-12-31 $920k 40k 23.20
2024-06-30 $1.2M 50k 23.28
2024-03-31 $1.1M 49k 23.38