Baltimore-Washington Financial Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.6M Buy
+520,027
New +$12.6M 0.59% 54
2025
Q1
Hold
0
-$13.1M 43
2024
Q4
Hold
0
-$12.3M 48
2024
Q3
Hold
0
-$11.8M 52
2024
Q2
Hold
0
-$11.6M 49
2024
Q1
Hold
0
-$11.4M 49
2023
Q4
Hold
0
-$1.92M 48
2023
Q3
Hold
0
-$1.19M 87
2023
Q2
Hold
0
94