Baltimore-Washington Financial Advisors, Inc. IBHH Holdings History
Baltimore-Washington Financial Advisors, Inc.'s iShares iBonds 2028 Term High Yield and Income ETF Holding Summary
As of 2025-03-31, Baltimore-Washington Financial Advisors, Inc. held 1.07 Mil shares of iShares iBonds 2028 Term High Yield and Income ETF(IBHH), totaling $24.90 Mil. This investment constitutes 1.32% of their stock portfolio, and Baltimore-Washington Financial Advisors, Inc. now holds 11.16% of the outstanding iShares iBonds 2028 Term High Yield and Income ETF(IBHH) stock.
The initial trade took place in 2024Q3. And since then Baltimore-Washington Financial Advisors, Inc. has made 3 purchases of IBHH, at an average price of $23.45, for a total of 1.07 Mil shares. Based on historical transaction data and IBHH's current price of $23.71, Baltimore-Washington Financial Advisors, Inc.'s estimated gain on his IBHH holdings is $279,356.59, reflecting a 1.12% gain to date.
Baltimore-Washington Financial Advisors, Inc. IBHH ($23.71) Holding Chart
Baltimore-Washington Financial Advisors, Inc. IBHH ($23.71) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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