Baird Financial Group
IBDN

Baird Financial Group’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Baird Financial Group’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15,000
Closed -$375K – 1889
2022
Q2 		$375K Buy
15,000
+4,200
+39% +$105K ﹤0.01% 1452
2022
Q1 		$270K Buy
+10,800
New +$271K ﹤0.01% 1661
2021
Q2 		– Sell
-8,498
Closed -$216K – 1808
2021
Q1 		$216K Sell
8,498
-1,799
-17% -$45.9K ﹤0.01% 1622
2020
Q4 		$263K Buy
10,297
+1,519
+17% +$38.9K ﹤0.01% 1408
2020
Q3 		$225K Buy
8,778
+280
+3% +$7.18K ﹤0.01% 1374
2020
Q2 		$218K Sell
8,498
-1,000
-11% -$25.4K ﹤0.01% 1395
2020
Q1 		$235K Hold
9,498
– – ﹤0.01% 1291
2019
Q4 		$240K Hold
9,498
– – ﹤0.01% 1418
2019
Q3 		$240K Sell
9,498
-26,157
-73% -$660K ﹤0.01% 1390
2019
Q2 		$900K Buy
35,655
+1,144
+3% +$28.5K ﹤0.01% 1027
2019
Q1 		$860K Sell
34,511
-1,793
-5% -$44.1K 0.01% 901
2018
Q4 		$877K Sell
36,304
-51,821
-59% -$1.25M 0.01% 838
2018
Q3 		$2.14M Buy
88,125
+30,635
+53% +$746K 0.01% 647
2018
Q2 		$1.4M Buy
57,490
+738
+1% +$18K 0.01% 744
2018
Q1 		$1.39M Sell
56,752
-296
-0.5% -$7.29K 0.01% 740
2017
Q4 		$1.43M Hold
57,048
– – 0.01% 730
2017
Q3 		$1.44M Buy
57,048
+4,029
+8% +$102K 0.01% 700
2017
Q2 		$1.33M Sell
53,019
-536
-1% -$13.5K 0.01% 711
2017
Q1 		$1.33M Sell
53,555
-416
-0.8% -$10.3K 0.01% 702
2016
Q4 		$1.34M Sell
53,971
-396
-0.7% -$9.92K 0.01% 674
2016
Q3 		$1.39M Buy
+54,367
New +$1.39M 0.01% 663

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group's IBDN Position: Q3 2022 in Review

Baird Financial Group sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q3 2022, closing a stake of 15,000 shares — an estimated $375K sold.

Baird Financial Group first reported a position in IBDN in Q3 2016 and held it in 21 quarters. The position peaked at $2.14M in Q3 2018. 211 funds tracked by Wall St. Rank hold IBDN as of Q3 2022.

  • Baird Financial Group reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
  • Baird Financial Group sold 15,000 iShares iBonds Dec 2022 Term Corporate ETF shares in Q3 2022, an estimated $375K.
  • Baird Financial Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2016 and held it in 21 quarters.
  • Baird Financial Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $2.14M in Q3 2018.
  • 211 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2022.

Based on Baird Financial Group's 13F filing for Q3 2022, filed 15 Nov 2022.