Delta Wealth Advisors LLC Closed Holding Positions

Delta Wealth Advisors LLC

  • $119 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BLND
Blend Labs, Inc.

Technology
Q3 2024 Filed on Oct 10, 2025
15,374
$2.33 - $4.1 $35.8K - $63K
MRK
Merck & Co., Inc.

Healthcare
Q1 2025 Filed on Oct 10, 2025
3,039
$83.01 - $101.02 $252K - $307K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2024 Filed on Oct 10, 2025
16,382
$30.65 - $32.13 $502K - $526K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2025 Filed on Oct 10, 2025
1,200
$180.84 - $240.32 $217K - $288K
IBHD
Ishares Ibonds 2024 Term High

ETFs
Q4 2024 Filed on Oct 10, 2025
109,444
$23.17 - $23.28 $2.54M - $2.55M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
Q4 2024 Filed on Oct 10, 2025
28,762
$25.1 - $25.21 $722K - $725K
IXUS
Ishares Tr

ETFs
Q2 2024 Filed on Oct 10, 2025
3,856
$65.1 - $70.07 $251K - $270K
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2025 Filed on Oct 10, 2025
3,588
$102.31 - $105.8 $367K - $380K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
Q4 2024 Filed on Oct 10, 2025
684,675
$23.84 - $23.99 $16.3M - $16.4M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2024 Filed on Oct 10, 2025
5,780
$67.82 - $72.36 $392K - $418K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q2 2024 Filed on Oct 10, 2025
6,384
$48.75 - $49.28 $311K - $315K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
Q4 2024 Filed on Oct 10, 2025
16,100
$26.03 - $26.15 $419K - $421K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
Q3 2024 Filed on Oct 10, 2025
15,181
$23.08 - $23.52 $350K - $357K
BSJR
Invesco Indx Tr

ETFs
Q3 2024 Filed on Oct 10, 2025
15,109
$22.08 - $22.75 $334K - $344K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q3 2024 Filed on Oct 10, 2025
19,806
$19.48 - $20.97 $386K - $415K
MLPX
Global X Mlp & Energy Infrastr

ETFs
Q2 2024 Filed on Oct 10, 2025
13,423
$46.86 - $51.05 $629K - $685K
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