Baird Financial Group
IBDM

Baird Financial Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Baird Financial Group’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-49,965
Closed -$1.25M – 1630
2020
Q3 		$1.25M Buy
+49,965
New +$1.25M ﹤0.01% 883
2019
Q3 		– Sell
-31,090
Closed -$775K – 1589
2019
Q2 		$775K Buy
31,090
+1,169
+4% +$28.9K ﹤0.01% 1071
2019
Q1 		$740K Sell
29,921
-1,564
-5% -$38.4K ﹤0.01% 938
2018
Q4 		$767K Sell
31,485
-73,849
-70% -$1.79M 0.01% 873
2018
Q3 		$2.56M Buy
105,334
+30,584
+41% +$745K 0.02% 604
2018
Q2 		$1.82M Sell
74,750
-344
-0.5% -$8.38K 0.01% 688
2018
Q1 		$1.84M Sell
75,094
-819
-1% -$20.1K 0.01% 657
2017
Q4 		$1.88M Buy
75,913
+190
+0.3% +$4.73K 0.01% 646
2017
Q3 		$1.9M Buy
75,723
+925
+1% +$23.2K 0.01% 631
2017
Q2 		$1.87M Buy
74,798
+40,286
+117% +$1.01M 0.01% 627
2017
Q1 		$856K Sell
34,512
-482
-1% -$11.9K 0.01% 825
2016
Q4 		$864K Sell
34,994
-246
-0.7% -$6.13K 0.01% 805
2016
Q3 		$893K Buy
+35,240
New +$894K 0.01% 780

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Baird Financial Group's IBDM Position: Q4 2020 in Review

Baird Financial Group sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2020, closing a stake of 49,965 shares — an estimated $1.25M sold.

Baird Financial Group first reported a position in IBDM in Q3 2016 and held it in 13 quarters. The position peaked at $2.56M in Q3 2018. 206 funds tracked by Wall St. Rank hold IBDM as of Q4 2020.

  • Baird Financial Group reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Baird Financial Group sold 49,965 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2020, an estimated $1.25M.
  • Baird Financial Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2016 and held it in 13 quarters.
  • Baird Financial Group's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $2.56M in Q3 2018.
  • 206 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2020.

Based on Baird Financial Group's 13F filing for Q4 2020, filed 11 Feb 2021.