Baltimore-Washington Financial Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.8M	Buy	552,048 +48,102	+10%	+$1.12M	0.48%	58
2026 Q1	$11.7M	Buy	503,946 +93,373	+23%	+$2.18M	0.51%	60
2025 Q4	$9.61M	Buy	410,573 +277,369	+208%	+$6.5M	0.4%	64
2025 Q3	$3.13M	Buy	133,204 +50,110	+60%	+$1.17M	0.13%	80
2025 Q2	$1.94M	Buy	83,094 +68,388	+465%	+$1.58M	0.09%	82
2025 Q1	$340K	Buy	+14,706	New	+$337K	0.02%	116

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

Baltimore-Washington Financial Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 9.5% in Q2 2026, buying an estimated $1.12M and bringing the position to 552,048 shares worth $12.8M. The position accounts for 0.48% of the portfolio, ranked #58.

Baltimore-Washington Financial Advisors first reported a position in IBDU in Q1 2025 and has held it in 6 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Baltimore-Washington Financial Advisors held 552,048 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $12.8M as of Q2 2026.
Baltimore-Washington Financial Advisors bought 48,102 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.12M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.48% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #58 holding.
Baltimore-Washington Financial Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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