Baird Financial Group
IBDK

Baird Financial Group’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Baird Financial Group’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-34,891
Closed -$867K – 1591
2019
Q2 		$867K Buy
34,891
+5,174
+17% +$128K ﹤0.01% 1040
2019
Q1 		$739K Sell
29,717
-1,164
-4% -$28.9K ﹤0.01% 939
2018
Q4 		$766K Sell
30,881
-30,397
-50% -$753K 0.01% 874
2018
Q3 		$1.52M Buy
61,278
+30,047
+96% +$745K 0.01% 742
2018
Q2 		$774K Sell
31,231
-98
-0.3% -$2.43K 0.01% 890
2018
Q1 		$776K Sell
31,329
-174
-0.6% -$4.31K 0.01% 899
2017
Q4 		$784K Hold
31,503
– – 0.01% 887
2017
Q3 		$789K Buy
31,503
+122
+0.4% +$3.05K 0.01% 868
2017
Q2 		$785K Sell
31,381
-687
-2% -$17.2K 0.01% 843
2017
Q1 		$801K Sell
32,068
-719
-2% -$17.9K 0.01% 839
2016
Q4 		$816K Buy
32,787
+867
+3% +$21.7K 0.01% 819
2016
Q3 		$802K Buy
31,920
+4,649
+17% +$117K 0.01% 815
2016
Q2 		$687K Buy
+27,271
New +$685K 0.01% 846

Other funds holding IBDK

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Baird Financial Group's IBDK Position: Q3 2019 in Review

Baird Financial Group sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q3 2019, closing a stake of 34,891 shares — an estimated $867K sold.

Baird Financial Group first reported a position in IBDK in Q2 2016 and held it in 13 quarters. The position peaked at $1.52M in Q3 2018. 120 funds tracked by Wall St. Rank hold IBDK as of Q3 2019.

  • Baird Financial Group reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • Baird Financial Group sold 34,891 iShares iBonds Dec 2019 Term Corporate ETF shares in Q3 2019, an estimated $867K.
  • Baird Financial Group first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q2 2016 and held it in 13 quarters.
  • Baird Financial Group's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $1.52M in Q3 2018.
  • 120 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q3 2019.

Based on Baird Financial Group's 13F filing for Q3 2019, filed 14 Nov 2019.