A detailed history of Baltimore Washington Financial Advisors, Inc. transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 425,354 shares of IBDQ stock, worth $10.7 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
425,354
Previous 330,423 28.73%
Holding current value
$10.7 Million
Previous $8.29 Million 28.48%
% of portfolio
0.58%
Previous 0.46%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

BUY
$25.0 - $25.11 $2.37 Million - $2.38 Million
94,931 Added 28.73%
425,354 $10.7 Million
Q3 2024

Nov 12, 2024

BUY
$24.78 - $25.11 $477,138 - $483,493
19,255 Added 6.19%
330,423 $8.29 Million
Q2 2024

Jul 30, 2024

BUY
$24.69 - $24.86 $353,215 - $355,647
14,306 Added 4.82%
311,168 $7.74 Million
Q1 2024

May 08, 2024

BUY
$24.7 - $24.84 $653,734 - $657,440
26,467 Added 9.79%
296,862 $7.37 Million
Q4 2023

Feb 12, 2024

BUY
$24.29 - $24.76 $416,354 - $424,411
17,141 Added 6.77%
270,395 $6.69 Million
Q3 2023

Nov 08, 2023

BUY
$24.29 - $24.48 $206,124 - $207,737
8,486 Added 3.47%
253,254 $6.17 Million
Q2 2023

Aug 09, 2023

BUY
$24.34 - $24.65 $3.99 Million - $4.04 Million
163,746 Added 202.1%
244,768 $5.97 Million
Q1 2023

May 10, 2023

BUY
$24.13 - $24.64 $913,851 - $933,166
37,872 Added 87.77%
81,022 $1.99 Million
Q4 2022

Feb 09, 2023

BUY
$23.87 - $24.49 $1.03 Million - $1.06 Million
43,150 New
43,150 $1.05 Million

Others Institutions Holding IBDQ

About ISHARES IBONDS DEC 2025 TERM C


  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
Track This Portfolio

Track Baltimore Washington Financial Advisors, Inc. Portfolio

Follow Baltimore Washington Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baltimore Washington Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baltimore Washington Financial Advisors, Inc. with notifications on news.