Delta Wealth Advisors LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Delta Wealth Advisors LLC
- $119 Billion
- Q2 2025
A detailed history of Delta Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 695,257 shares of IBTF stock, worth $16.2 Million. This represents 13.6% of its overall portfolio holdings.
Number of Shares
695,257
Previous 661,885
5.04%
Holding current value
$16.2 Million
Previous $15.5 Billion
5.0%
% of portfolio
13.6%
Previous 14.04%
Shares
6 transactions
Others Institutions Holding IBTF
# of Institutions
331Shares Held
71.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.52MShares$105 Million1.89% of portfolio
-
Bank Of America Corp Charlotte, NC4.04MShares$94.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.56MShares$82.9 Million0.01% of portfolio
-
Colony Group LLC Boston, MA2.65MShares$61.7 Million0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.55MShares$59.5 Million0.02% of portfolio