Baird Financial Group
IBDD

Baird Financial Group’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Baird Financial Group’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-54,132
Closed -$1.38M – 1383
2018
Q3 		$1.38M Buy
54,132
+3
+0% +$77 0.01% 766
2018
Q2 		$1.39M Buy
54,129
+228
+0.4% +$5.85K 0.01% 748
2018
Q1 		$1.39M Sell
53,901
-978
-2% -$25.5K 0.01% 739
2017
Q4 		$1.45M Buy
54,879
+264
+0.5% +$7.01K 0.01% 720
2017
Q3 		$1.46M Sell
54,615
-39
-0.1% -$1.04K 0.01% 695
2017
Q2 		$1.46M Sell
54,654
-1,124
-2% -$30K 0.01% 685
2017
Q1 		$1.47M Sell
55,778
-592
-1% -$15.6K 0.01% 671
2016
Q4 		$1.48M Sell
56,370
-296
-0.5% -$7.87K 0.01% 639
2016
Q3 		$1.54M Buy
56,666
+3,062
+6% +$83.4K 0.01% 627
2016
Q2 		$1.46M Sell
53,604
-620
-1% -$16.6K 0.01% 633
2016
Q1 		$1.43M Buy
54,224
+5,832
+12% +$151K 0.01% 614
2015
Q4 		$1.26M Sell
48,392
-420
-0.9% -$10.9K 0.01% 635
2015
Q3 		$1.28M Sell
48,812
-48
-0.1% -$1.25K 0.01% 634
2015
Q2 		$1.27M Buy
+48,860
New +$1.29M 0.01% 677

Other funds holding IBDD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
COI
Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group's IBDD Position: Q4 2018 in Review

Baird Financial Group sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q4 2018, closing a stake of 54,132 shares — an estimated $1.38M sold.

Baird Financial Group first reported a position in IBDD in Q2 2015 and held it in 14 quarters. The position peaked at $1.54M in Q3 2016. 20 funds tracked by Wall St. Rank hold IBDD as of Q4 2018.

  • Baird Financial Group reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Baird Financial Group sold 54,132 iShares iBonds Mar 2023 Term Corporate ETF shares in Q4 2018, an estimated $1.38M.
  • Baird Financial Group first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q2 2015 and held it in 14 quarters.
  • Baird Financial Group's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $1.54M in Q3 2016.
  • 20 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q4 2018.

Based on Baird Financial Group's 13F filing for Q4 2018, filed 14 Feb 2019.