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

Baltimore-Washington Financial Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	0	–	–	–	61
2025 Q4	–	Sell	-490,596	Closed	-$11.9M	–	57
2025 Q3	$11.9M	Sell	490,596 -29,431	-6%	-$713K	0.51%	57
2025 Q2	$12.6M	Buy	+520,027	New	+$12.6M	0.59%	54
2025 Q1	–	Hold	0	–	–	–	43
2024 Q4	–	Hold	0	–	–	–	48
2024 Q3	–	Hold	0	–	–	–	52
2024 Q2	–	Hold	0	–	–	–	49
2024 Q1	–	Hold	0	–	–	–	49
2023 Q4	–	Hold	0	–	–	–	48
2023 Q3	–	Hold	0	–	–	–	87
2023 Q2	–	Hold	0	–	–	–	96

Other funds holding IBDR

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return