BWFA
IBTF

Baltimore-Washington Financial Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-384,131
Closed -$8.98M – 193
2025
Q3 		$8.98M Sell
384,131
-12,618
-3% -$294K 0.38% 68
2025
Q2 		$9.27M Sell
396,749
-27,629
-7% -$645K 0.43% 68
2025
Q1 		$9.92M Buy
424,378
+17,399
+4% +$406K 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% +$263K 0.47% 65
2024
Q2 		$8.32M Buy
358,275
+2,130
+0.6% +$49.3K 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% +$684K 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% +$1.36M 0.51% 63
2023
Q1 		$5.09M Buy
216,456
+193,680
+850% +$4.53M 0.45% 66
2022
Q4 		$530K Buy
+22,776
New +$530K 0.05% 105

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Baltimore-Washington Financial Advisors's IBTF Position: Q4 2025 in Review

Baltimore-Washington Financial Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 384,131 shares — an estimated $8.98M sold.

Baltimore-Washington Financial Advisors first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $9.92M in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Baltimore-Washington Financial Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 384,131 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $8.98M.
  • Baltimore-Washington Financial Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
  • Baltimore-Washington Financial Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $9.92M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.