Baltimore-Washington Financial Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.2M	Buy	652,314 +149,658	+30%	+$3.52M	0.66%	49
2025 Q4	$11.9M	Buy	502,656 +283,979	+130%	+$6.71M	0.49%	56
2025 Q3	$5.22M	Buy	218,677 +129,940	+146%	+$3.07M	0.22%	77
2025 Q2	$2.1M	Buy	88,737 +73,874	+497%	+$1.71M	0.1%	81
2025 Q1	$345K	Buy	+14,863	New	+$350K	0.02%	114

Other funds holding IBHI

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

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

Northwestern Mutual Wealth Management

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Bank of America

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

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

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return