Baltimore-Washington Financial Advisors’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-263,217	Closed	-$6.22M	–	149
2023 Q3	$6.22M	Buy	263,217 +8,444	+3%	+$199K	0.5%	64
2023 Q2	$6.02M	Buy	254,773 +196,362	+336%	+$4.63M	0.48%	65
2023 Q1	$1.38M	Buy	58,411 +10,109	+21%	+$238K	0.12%	97
2022 Q4	$1.13M	Buy	48,302 +35,649	+282%	+$835K	0.11%	91
2022 Q3	$295K	Buy	+12,653	New	+$297K	0.02%	125

Other funds holding IBHC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Baltimore-Washington Financial Advisors's IBHC Position: Q4 2023 in Review

Baltimore-Washington Financial Advisors sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 263,217 shares — an estimated $6.22M sold.

Baltimore-Washington Financial Advisors first reported a position in IBHC in Q3 2022 and held it in 5 quarters. The position peaked at $6.22M in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Baltimore-Washington Financial Advisors reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 263,217 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $6.22M.
Baltimore-Washington Financial Advisors first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q3 2022 and held it in 5 quarters.
Baltimore-Washington Financial Advisors's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $6.22M in Q3 2023.
1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.