Baltimore-Washington Financial Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.49M	Buy	253,729 +30,910	+14%	+$671K	0.21%	74
2026 Q1	$4.87M	Buy	222,819 +54,557	+32%	+$1.2M	0.21%	71
2025 Q4	$3.69M	Buy	+168,262	New	+$3.7M	0.15%	76

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Baltimore-Washington Financial Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 14% in Q2 2026, buying an estimated $671K and bringing the position to 253,729 shares worth $5.49M. The position accounts for 0.21% of the portfolio, ranked #74.

Baltimore-Washington Financial Advisors first reported a position in IBTJ in Q4 2025 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Baltimore-Washington Financial Advisors held 253,729 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $5.49M as of Q2 2026.
Baltimore-Washington Financial Advisors bought 30,910 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $671K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.21% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #74 holding.
Baltimore-Washington Financial Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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