BWFA
Baltimore-Washington Financial Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.27M | Sell |
396,749
-27,629
| -7% | -$645K | 0.43% | 68 |
|
|
2025
Q1 | $9.92M | Buy |
424,378
+17,399
| +4% | +$407K | 0.53% | 60 |
|
|
2024
Q4 | $9.49M | Buy |
406,979
+37,395
| +10% | +$872K | 0.49% | 64 |
|
|
2024
Q3 | $8.66M | Buy |
369,584
+11,309
| +3% | +$265K | 0.47% | 65 |
|
|
2024
Q2 | $8.32M | Buy |
358,275
+2,130
| +0.6% | +$49.5K | 0.48% | 64 |
|
|
2024
Q1 | $8.27M | Buy |
356,145
+44,726
| +14% | +$1.04M | 0.51% | 65 |
|
|
2023
Q4 | $7.25M | Buy |
311,419
+29,604
| +11% | +$689K | 0.5% | 66 |
|
|
2023
Q3 | $6.5M | Buy |
281,815
+7,092
| +3% | +$164K | 0.53% | 62 |
|
|
2023
Q2 | $6.35M | Buy |
274,723
+58,267
| +27% | +$1.35M | 0.51% | 63 |
|
|
2023
Q1 | $5.09M | Buy |
216,456
+193,680
| +850% | +$4.56M | 0.45% | 66 |
|
|
2022
Q4 | $530K | Buy |
+22,776
| New | +$530K | 0.05% | 105 |
|