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Ishares Ibonds Dec 2027 Term T shares owned by Delta Wealth Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Delta Wealth Advisors from 13F filings

Historical chart of Delta Wealth Advisors investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 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 2027 Term T by Delta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.8M 347k 22.47

More positions owned by Delta Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds 29 Tr Hi (IBHI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Delta Wealth Advisors

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
GLOBALT Investments LLC / GA
Wells Fargo & Company
Mercer Global Advisors
TRUE Private Wealth Advisors
Kovitz Investment Group Partners
LPL Financial
Goss Wealth Management
Raymond James Financial
Brookstone Capital Management
Colony
UBS Group
Obsidian Personal Planning Solutions
Merit Financial Group
Integrated Wealth Concepts

View all funds holding Ishares Ibonds Dec 2027 Term T