ISHARES TR

Ticker: IBDR CUSIP: 46435GAA0 Class: IBONDS DEC2026

Baltimore-Washington Financial Advisors, Inc.'s Holding History (CIK: 0001555486)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 489,849 Value ($000) $11,869 Avg Close — Range —
Q3 2025
Shares 490,596 Value ($000) $11,921 Avg Close — Range —
Q2 2025
Shares 520,027 Value ($000) $12,611 Avg Close — Range —
Q1 2025
Shares 632,647 Value ($000) $15,316 Avg Close — Range —
Q4 2024
Shares 546,069 Value ($000) $13,144 Avg Close — Range —
Q3 2024
Shares 506,274 Value ($000) $12,302 Avg Close — Range —
Q2 2024
Shares 496,052 Value ($000) $11,816 Avg Close — Range —
Q1 2024
Shares 487,070 Value ($000) $11,617 Avg Close — Range —
Q4 2023
Shares 478,189 Value ($000) $11,429 Avg Close — Range —
Q3 2023
Shares 82,281 Value ($000) $1,920 Avg Close — Range —
Q2 2023
Shares 50,670 Value ($000) $1,189 Avg Close — Range —