BWFA
IBDQ

Baltimore-Washington Financial Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-354,070
Closed -$8.92M – 191
2025
Q3 		$8.92M Sell
354,070
-8,527
-2% -$214K 0.38% 69
2025
Q2 		$9.13M Buy
+362,597
New +$9.11M 0.43% 69
2025
Q1 		– Hold
0
– – – 54
2024
Q4 		– Hold
0
– – – 57
2024
Q3 		– Hold
0
– – – 67
2024
Q2 		– Hold
0
– – – 67
2024
Q1 		– Hold
0
– – – 68
2023
Q4 		– Hold
0
– – – 71
2023
Q3 		– Hold
0
– – – 65
2023
Q2 		– Hold
0
– – – 66
2023
Q1 		– Hold
0
– – – 88
2022
Q4 		– Hold
0
– – – 94

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Baltimore-Washington Financial Advisors's IBDQ Position: Q4 2025 in Review

Baltimore-Washington Financial Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 354,070 shares — an estimated $8.92M sold.

Baltimore-Washington Financial Advisors first reported a position in IBDQ in Q2 2025 and held it in 2 quarters. The position peaked at $9.13M in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Baltimore-Washington Financial Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 354,070 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $8.92M.
  • Baltimore-Washington Financial Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2025 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $9.13M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.