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Ishares Tr ibonds dec 29 shares owned by Baltimore-Washington Financial Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Baltimore-Washington Financial Advisors from 13F filings

Historical chart of Baltimore-Washington Financial Advisors investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 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 29 by Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.6M 411k 23.41
2025-09-30 $3.1M 133k 23.47
2025-06-30 $1.9M 83k 23.33
2025-03-31 $340k 15k 23.13

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 Tec (RSPT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust State Street Spd (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust State Street Spd (LGLV)

View all positions for Baltimore-Washington Financial Advisors

Top funds holding Ishares Tr ibonds dec 29

Aptus Capital Advisors
Mercer Global Advisors
Capital Advisors
Shufro Rose & Co
Capital Investment Advisors
UBS Group
Raymond James Financial
Hm Payson & Co
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Golub Group
HighTower Advisors
Woodmont Investment Counsel
Sound View Wealth Advisors Group

View all funds holding Ishares Tr ibonds dec 29