Baltimore-Washington Financial Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$23.5M	Buy	923,155 +22,804	+3%	+$580K	1.09%	36
2025 Q1	$22.7M	Buy	900,351 +50,033	+6%	+$1.26M	1.21%	31
2024 Q4	$21.2M	Buy	850,318 +30,549	+4%	+$761K	1.09%	35
2024 Q3	$20.9M	Buy	+819,769	New	+$20.9M	1.13%	34