Baltimore-Washington Financial Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$796K | 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% | +$206K | 0.53% | 59 |
|
|
2024
Q2 | $9.44M | Buy |
416,845
+9,999
| +2% | +$227K | 0.55% | 60 |
|
|
2024
Q1 | $9.24M | Buy |
406,846
+9,126
| +2% | +$207K | 0.57% | 59 |
|
|
2023
Q4 | $9.09M | Buy |
397,720
+358,232
| +907% | +$8.19M | 0.63% | 54 |
|
|
2023
Q3 | $887K | Sell |
39,488
-1,801
| -4% | -$40.5K | 0.07% | 97 |
|
|
2023
Q2 | $935K | Buy |
+41,289
| New | +$935K | 0.07% | 98 |
|