Baltimore-Washington Financial Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
445,589
-44,274
| -9% | -$1.03M | 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% | +$295K | 0.51% | 61 |
|
|
2024
Q3 | $9.81M | Buy |
419,045
+2,467
| +0.6% | +$57.8K | 0.53% | 60 |
|
|
2024
Q2 | $9.54M | Sell |
416,578
-1,994
| -0.5% | -$45.7K | 0.55% | 58 |
|
|
2024
Q1 | $9.65M | Sell |
418,572
-3,344
| -0.8% | -$77.1K | 0.6% | 55 |
|
|
2023
Q4 | $9.67M | Buy |
421,916
+395,719
| +1,511% | +$9.07M | 0.67% | 52 |
|
|
2023
Q3 | $590K | Buy |
+26,197
| New | +$590K | 0.05% | 103 |
|