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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
Q2 		$16.6M Buy
710,128
+57,814
+9% +$1.35M 0.62% 49
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

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Baltimore-Washington Financial Advisors's IBHI Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 8.9% in Q2 2026, buying an estimated $1.35M and bringing the position to 710,128 shares worth $16.6M. The position accounts for 0.62% of the portfolio, ranked #49.

Baltimore-Washington Financial Advisors first reported a position in IBHI in Q1 2025 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 710,128 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $16.6M as of Q2 2026.
  • Baltimore-Washington Financial Advisors bought 57,814 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.35M.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.62% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • Baltimore-Washington Financial Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.