BWFA
IBHE

Baltimore-Washington Financial Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-51,083
Closed -$1.19M – 192
2025
Q3 		$1.19M Buy
51,083
+1,810
+4% +$42K 0.05% 92
2025
Q2 		$1.15M Sell
49,273
-4,358
-8% -$101K 0.05% 90
2025
Q1 		$1.25M Buy
53,631
+36,071
+205% +$838K 0.07% 84
2024
Q4 		$407K Buy
17,560
+4,779
+37% +$111K 0.02% 113
2024
Q3 		$298K Buy
+12,781
New +$297K 0.02% 123
2023
Q2 		– Sell
-19,355
Closed -$443K – 147
2023
Q1 		$443K Buy
+19,355
New +$441K 0.04% 110

Other funds holding IBHE

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

Baltimore-Washington Financial Advisors's IBHE Position: Q4 2025 in Review

Baltimore-Washington Financial Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 51,083 shares — an estimated $1.19M sold.

Baltimore-Washington Financial Advisors first reported a position in IBHE in Q1 2023 and held it in 6 quarters. The position peaked at $1.25M in Q1 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Baltimore-Washington Financial Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 51,083 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $1.19M.
  • Baltimore-Washington Financial Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2023 and held it in 6 quarters.
  • Baltimore-Washington Financial Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.25M in Q1 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.