Baird Financial Group
IBDO

Baird Financial Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Baird Financial Group’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-220,142
Closed -$5.58M – 1818
2023
Q3 		$5.58M Buy
220,142
+170
+0.1% +$4.3K 0.02% 597
2023
Q2 		$5.56M Sell
219,972
-990
-0.4% -$25K 0.01% 586
2023
Q1 		$5.57M Buy
+220,962
New +$5.55M 0.01% 560
2019
Q3 		– Sell
-14,549
Closed -$370K – 1564
2019
Q2 		$370K Buy
14,549
+1,520
+12% +$38.1K ﹤0.01% 1277
2019
Q1 		$326K Sell
13,029
-543
-4% -$13.4K ﹤0.01% 1133
2018
Q4 		$328K Buy
13,572
+4,126
+44% +$99.4K ﹤0.01% 1088
2018
Q3 		$229K Buy
+9,446
New +$230K ﹤0.01% 1255

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Baird Financial Group's IBDO Position: Q4 2023 in Review

Baird Financial Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 220,142 shares — an estimated $5.58M sold.

Baird Financial Group first reported a position in IBDO in Q3 2018 and held it in 7 quarters. The position peaked at $5.58M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Baird Financial Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Baird Financial Group sold 220,142 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $5.58M.
  • Baird Financial Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2018 and held it in 7 quarters.
  • Baird Financial Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $5.58M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Baird Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.