Delta Wealth Advisors LLC Ishares Ibonds 2025 Term High Transaction History

Delta Wealth Advisors LLC

$128 Billion
Q3 2025

A detailed history of Delta Wealth Advisors LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 49,258 shares of IBHE stock, worth $1.14 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

49,258

Previous 47,032 4.73%

Holding current value

$1.14 Million

Previous $1.09 Billion 4.58%

% of portfolio

0.9%

Previous 0.92%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$23.14 - $23.23 $51,509 - $51,709	2,226 Added 4.73%	49,258 $1.14 Billion
Q2 2025 Oct 10, 2025	SELL	$22.98 - $23.27 $5,055 - $5,119	-220 Reduced 0.47%	47,032 $1.09 Billion
Q1 2025 Oct 10, 2025	BUY	$23.16 - $23.32 $176,108 - $177,325	7,604 Added 19.18%	47,252 $1.1 Billion
Q4 2024 Oct 10, 2025	BUY	$23.08 - $23.28 $915,075 - $923,005	39,648 New	39,648 $920 Million
Q3 2024 Oct 10, 2025	SELL	$23.03 - $23.3 $1.15 Million - $1.16 Million	-49,810 Closed	0 $0

Q2 2024 Oct 10, 2025	BUY	$23.19 - $23.37 $30,541 - $30,778	1,317 Added 2.72%	49,810 $1.16 Billion
Q1 2024 Oct 10, 2025	BUY	$23.04 - $23.43 $1.12 Million - $1.14 Million	48,493 New	48,493 $1.13 Billion

Others Institutions Holding IBHE

# of Institutions

152

Shares Held

14.1M

Call Options Held

Put Options Held

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About ISHARES IBONDS 2025 TERM HIGH

Ticker IBHE
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Delta Wealth Advisors LLC Ishares Ibonds 2025 Term High Transaction History