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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.5M	Buy	1,090,554 +36,172	+3%	+$913K	1.03%	36
2026 Q1	$26.7M	Buy	1,054,382 +61,386	+6%	+$1.56M	1.15%	31
2025 Q4	$25.3M	Buy	992,996 +38,869	+4%	+$990K	1.05%	36
2025 Q3	$24.3M	Buy	954,127 +30,972	+3%	+$787K	1.04%	35
2025 Q2	$23.5M	Buy	923,155 +22,804	+3%	+$575K	1.09%	36
2025 Q1	$22.7M	Buy	900,351 +50,033	+6%	+$1.25M	1.21%	31
2024 Q4	$21.2M	Buy	850,318 +30,549	+4%	+$767K	1.09%	35
2024 Q3	$20.9M	Buy	+819,769	New	+$20.7M	1.13%	34

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Baltimore-Washington Financial Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 3.4% in Q2 2026, buying an estimated $913K and bringing the position to 1,090,554 shares worth $27.5M. The position accounts for 1.03% of the portfolio, ranked #36.

Baltimore-Washington Financial Advisors first reported a position in IBDT in Q3 2024 and has held it in 8 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Baltimore-Washington Financial Advisors held 1,090,554 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $27.5M as of Q2 2026.
Baltimore-Washington Financial Advisors bought 36,172 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $913K.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.03% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #36 holding.
Baltimore-Washington Financial Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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