Delta Wealth Advisors Purchases $2.8 Million in IBTG Shares, Becoming Largest Holding
Delta Wealth Advisors increased its stake in the iShares iBonds Dec 2026 Term Treasury ETF (IBTG) by 123,288 shares during Q1 2026, valued at $2.8 million. This purchase raised IBTG to Delta's largest single holding at 10.7% of its AUM. The transaction was based on the quarterly average price and was reported via an SEC filing.

Topics: ETF institutional holdings iShares iBonds ETF SEC filing