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Ishares Tr ibonds dec shares owned by Baltimore-Washington Financial Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds dec shares owned by Baltimore-Washington Financial Advisors from 13F filings

Historical chart of Baltimore-Washington Financial Advisors investment in Ishares Tr ibonds dec

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All positions including Ishares Tr ibonds dec held by Baltimore-Washington Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec by Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $266k 10k 26.10
2024-06-30 $229k 8.8k 26.05

More positions owned by Baltimore-Washington Financial Advisors

Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Baltimore-Washington Financial Advisors

Top funds holding Ishares Tr ibonds dec

Bank of America Corporation
Us Bancorp
LPL Financial
Glenview Trust
Wells Fargo & Company
Envestnet Asset Management
Leavell Investment Management
Northwestern Mutual Wealth Management Company
Colony
Integrated Wealth Concepts
Advisor Group Holdings
Regions Bank
Stratos Wealth Partners
Cyndeo Wealth Partners
Commonwealth Equity Services

View all funds holding Ishares Tr ibonds dec