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 Q2	–	Hold	0	–	–	–	61
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Baltimore-Washington Financial Advisors's IBDR Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 0 shares worth $11.6M. The position accounts for 0.44% of the portfolio, ranked #61.

Baltimore-Washington Financial Advisors first reported a position in IBDR in Q2 2025 and has held it in 2 quarters since. The position peaked at $12.6M in Q2 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Baltimore-Washington Financial Advisors held 0 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $11.6M as of Q2 2026.
Baltimore-Washington Financial Advisors left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.44% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #61 holding.
Baltimore-Washington Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and has held it in 2 quarters since.
Baltimore-Washington Financial Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $12.6M in Q2 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.