Baird Financial Group’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Baird Financial Group’s Portfolio IBDL Stock Details IBDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10,455	Closed	-$265K	–	1602
2020 Q2	$265K	Buy	10,455 +863	+9%	+$21.8K	﹤0.01%	1341
2020 Q1	$242K	Sell	9,592 -1,073	-10%	-$27K	﹤0.01%	1276
2019 Q4	$270K	Buy	10,665 +2,536	+31%	+$64.2K	﹤0.01%	1363
2019 Q3	$206K	Sell	8,129 -29,734	-79%	-$753K	﹤0.01%	1436
2019 Q2	$959K	Buy	37,863 +140	+0.4%	+$3.53K	﹤0.01%	1000
2019 Q1	$952K	Buy	37,723 +869	+2%	+$21.8K	0.01%	868
2018 Q4	$921K	Buy	36,854 +5,116	+16%	+$128K	0.01%	821
2018 Q3	$793K	Buy	+31,738	New	+$794K	0.01%	913

Other funds holding IBDL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Baird Financial Group's IBDL Position: Q3 2020 in Review

Baird Financial Group sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2020, closing a stake of 10,455 shares — an estimated $265K sold.

Baird Financial Group first reported a position in IBDL in Q3 2018 and held it in 8 quarters. The position peaked at $959K in Q2 2019. 160 funds tracked by Wall St. Rank hold IBDL as of Q3 2020.

Baird Financial Group reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
Baird Financial Group sold 10,455 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2020, an estimated $265K.
Baird Financial Group first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2018 and held it in 8 quarters.
Baird Financial Group's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $959K in Q2 2019.
160 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2020.

Based on Baird Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.