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Ishares Ibonds Dec 2026 Term T shares owned by Delta Wealth Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2026 Term T (IBTG) shares owned by Delta Wealth Advisors from 13F filings

Historical chart of Delta Wealth Advisors investment in Ishares Ibonds Dec 2026 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2026 Term T held by Delta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2026 Term T by Delta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 483k 22.95
2025-06-30 $11M 460k 22.93
2025-03-31 $11M 499k 22.94
2024-12-31 $9.8M 432k 22.81
2024-09-30 $301k 13k 23.07
2024-06-30 $309k 14k 22.65

More positions owned by Delta Wealth Advisors

Ishares Tr Ibonds 25 Trm Ts (IBTF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Delta Wealth Advisors

Top funds holding Ishares Ibonds Dec 2026 Term T

Hm Payson & Co
Kovitz Investment Group Partners
Morgan Stanley
Colony
Bailard
Wells Fargo & Company
Capital Investment Advisors
Goss Wealth Management
Raymond James Financial
UBS Group
LPL Financial
Financial Advisory Corp
Stratos Wealth Advisors
Golub Group
Integrated Wealth Concepts

View all funds holding Ishares Ibonds Dec 2026 Term T