Baltimore-Washington Financial Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.9M	Sell	476,466 -1,228	-0.3%	-$28.3K	0.47%	63
2025 Q4	$11M	Buy	477,694 +22,002	+5%	+$511K	0.46%	60
2025 Q3	$10.7M	Buy	455,692 +10,103	+2%	+$235K	0.46%	63
2025 Q2	$10.4M	Sell	445,589 -44,274	-9%	-$1.02M	0.48%	61
2025 Q1	$11.4M	Buy	489,863 +58,085	+13%	+$1.35M	0.6%	55
2024 Q4	$10M	Buy	431,778 +12,733	+3%	+$296K	0.51%	61
2024 Q3	$9.81M	Buy	419,045 +2,467	+0.6%	+$56.9K	0.53%	60
2024 Q2	$9.54M	Sell	416,578 -1,994	-0.5%	-$45.6K	0.55%	58
2024 Q1	$9.65M	Sell	418,572 -3,344	-0.8%	-$76.7K	0.6%	55
2023 Q4	$9.67M	Buy	421,916 +395,719	+1,511%	+$8.93M	0.67%	52
2023 Q3	$590K	Buy	+26,197	New	+$593K	0.05%	105

Other funds holding IBHF

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Bank of America

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