Delta Wealth Advisors LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Delta Wealth Advisors LLC

$119 Billion
Q4 2025

A detailed history of Delta Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 167,287 shares of IBDR stock, worth $3.97 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares

167,287

Holding current value

$3.97 Million

% of portfolio

3.39%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 28, 2026	BUY	N/A	167,287 New	167,287 $4.05 Billion

Others Institutions Holding IBDR

# of Institutions

465

Shares Held

109M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

9.23M
Shares

$219 Million
0.02% of portfolio
Morgan Stanley New York, NY

3.71M
Shares

$88.1 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

3.59M
Shares

$85.3 Million
0.27% of portfolio
Mercer Global Advisors Inc Denver, CO

3.58M
Shares

$85 Million
0.14% of portfolio
Hm Payson & CO Portland, ME

3.56M
Shares

$84.5 Million
1.25% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

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Delta Wealth Advisors LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History