Baltimore-Washington Financial Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.4M	Buy	829,783 +38,057	+5%	+$844K	0.69%	44
2026 Q1	$17.6M	Buy	791,726 +75,702	+11%	+$1.69M	0.76%	43
2025 Q4	$16M	Buy	716,024 +46,214	+7%	+$1.03M	0.67%	48
2025 Q3	$15M	Buy	669,810 +36,179	+6%	+$808K	0.64%	48
2025 Q2	$14.2M	Buy	633,631 +32,649	+5%	+$726K	0.66%	48
2025 Q1	$13.4M	Buy	600,982 +63,620	+12%	+$1.4M	0.71%	49
2024 Q4	$11.8M	Buy	537,362 +335,023	+166%	+$7.39M	0.6%	53
2024 Q3	$4.55M	Buy	+202,339	New	+$4.51M	0.25%	78

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Baltimore-Washington Financial Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 4.8% in Q2 2026, buying an estimated $844K and bringing the position to 829,783 shares worth $18.4M. The position accounts for 0.69% of the portfolio, ranked #44.

Baltimore-Washington Financial Advisors first reported a position in IBTI in Q3 2024 and has held it in 8 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Baltimore-Washington Financial Advisors held 829,783 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $18.4M as of Q2 2026.
Baltimore-Washington Financial Advisors bought 38,057 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $844K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.69% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #44 holding.
Baltimore-Washington Financial Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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