Baltimore-Washington Financial Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-663,728	Closed	-$15.4M	–	154
2024 Q2	$15.4M	Buy	663,728 +42,909	+7%	+$996K	0.89%	40
2024 Q1	$14.5M	Buy	620,819 +241,460	+64%	+$5.62M	0.9%	41
2023 Q4	$8.8M	Buy	379,359 +30,453	+9%	+$704K	0.61%	57
2023 Q3	$8.09M	Buy	348,906 +5,777	+2%	+$133K	0.66%	49
2023 Q2	$7.92M	Buy	343,129 +139,887	+69%	+$3.21M	0.63%	53
2023 Q1	$4.7M	Buy	203,242 +32,114	+19%	+$739K	0.41%	70
2022 Q4	$3.89M	Buy	171,128 +158,628	+1,269%	+$3.59M	0.38%	70
2022 Q3	$278K	Buy	+12,500	New	+$283K	0.02%	132

Other funds holding IBHD

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Baltimore-Washington Financial Advisors's IBHD Position: Q3 2024 in Review

Baltimore-Washington Financial Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q3 2024, closing a stake of 663,728 shares — an estimated $15.4M sold.

Baltimore-Washington Financial Advisors first reported a position in IBHD in Q3 2022 and held it in 8 quarters. The position peaked at $15.4M in Q2 2024. 107 funds tracked by Wall St. Rank hold IBHD as of Q3 2024.

Baltimore-Washington Financial Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 663,728 iShares iBonds 2024 Term High Yield and Income ETF shares in Q3 2024, an estimated $15.4M.
Baltimore-Washington Financial Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2022 and held it in 8 quarters.
Baltimore-Washington Financial Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $15.4M in Q2 2024.
107 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q3 2024.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.