Baird Financial Group
IBDP

Baird Financial Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Baird Financial Group’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,278
Closed -$410K – 1831
2024
Q3 		$410K Buy
16,278
+608
+4% +$15.3K ﹤0.01% 1450
2024
Q2 		$394K Sell
15,670
-4,317
-22% -$108K ﹤0.01% 1470
2024
Q1 		$501K Buy
19,987
+6,250
+45% +$156K ﹤0.01% 1380
2023
Q4 		$342K Buy
+13,737
New +$341K ﹤0.01% 1473

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Baird Financial Group's IBDP Position: Q4 2024 in Review

Baird Financial Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 16,278 shares — an estimated $410K sold.

Baird Financial Group first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $501K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Baird Financial Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Baird Financial Group sold 16,278 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $410K.
  • Baird Financial Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Baird Financial Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $501K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Baird Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.