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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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return