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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$14.2M Buy
633,631
+32,649
+5% +$730K 0.66% 48
2025
Q1 		$13.4M Buy
600,982
+63,620
+12% +$1.42M 0.71% 49
2024
Q4 		$11.8M Buy
537,362
+335,023
+166% +$7.34M 0.6% 53
2024
Q3 		$4.55M Buy
+202,339
New +$4.55M 0.25% 78