BWFA
IBTG icon

Baltimore-Washington Financial Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2M Buy
489,313
+3,983
+0.8% +$91.1K 0.42% 62
2026
Q1 		$11.1M Buy
485,330
+33,583
+7% +$769K 0.48% 62
2025
Q4 		$10.3M Buy
451,747
+21,240
+5% +$487K 0.43% 62
2025
Q3 		$9.88M Sell
430,507
-4,613
-1% -$106K 0.42% 65
2025
Q2 		$9.98M Sell
435,120
-47,488
-10% -$1.09M 0.47% 63
2025
Q1 		$11.1M Buy
482,608
+34,706
+8% +$793K 0.59% 57
2024
Q4 		$10.2M Buy
447,902
+22,134
+5% +$505K 0.52% 60
2024
Q3 		$9.82M Buy
425,768
+8,923
+2% +$204K 0.53% 59
2024
Q2 		$9.44M Buy
416,845
+9,999
+2% +$226K 0.55% 60
2024
Q1 		$9.24M Buy
406,846
+9,126
+2% +$208K 0.57% 59
2023
Q4 		$9.09M Buy
397,720
+358,232
+907% +$8.08M 0.63% 54
2023
Q3 		$887K Sell
39,488
-1,801
-4% -$40.6K 0.07% 99
2023
Q2 		$935K Buy
+41,289
New +$948K 0.07% 100

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Baltimore-Washington Financial Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.82% in Q2 2026, buying an estimated $91.1K and bringing the position to 489,313 shares worth $11.2M. The position accounts for 0.42% of the portfolio, ranked #62.

Baltimore-Washington Financial Advisors first reported a position in IBTG in Q2 2023 and has held it in 13 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 489,313 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $11.2M as of Q2 2026.
  • Baltimore-Washington Financial Advisors bought 3,983 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $91.1K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.42% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Baltimore-Washington Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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