Baird Financial Group
IBDR icon

Baird Financial Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Baird Financial Group’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$742K Buy
30,629
+2,657
+9% +$64.3K ﹤0.01% 1419
2026
Q1 		$678K Buy
27,972
+4,224
+18% +$102K ﹤0.01% 1394
2025
Q4 		$575K Buy
23,748
+902
+4% +$21.9K ﹤0.01% 1428
2025
Q3 		$555K Sell
22,846
-1,158
-5% -$28K ﹤0.01% 1433
2025
Q2 		$582K Sell
24,004
-521
-2% -$12.6K ﹤0.01% 1373
2025
Q1 		$594K Sell
24,525
-246
-1% -$5.94K ﹤0.01% 1343
2024
Q4 		$596K Buy
24,771
+1,431
+6% +$34.5K ﹤0.01% 1332
2024
Q3 		$567K Sell
23,340
-927
-4% -$22.3K ﹤0.01% 1334
2024
Q2 		$578K Buy
24,267
+3,886
+19% +$92.3K ﹤0.01% 1337
2024
Q1 		$486K Buy
20,381
+6,699
+49% +$160K ﹤0.01% 1393
2023
Q4 		$327K Buy
+13,682
New +$321K ﹤0.01% 1485

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Baird Financial Group's IBDR Position: Q2 2026 in Review

Baird Financial Group increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 9.5% in Q2 2026, buying an estimated $64.3K and bringing the position to 30,629 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Baird Financial Group first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Baird Financial Group held 30,629 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $742K as of Q2 2026.
  • Baird Financial Group bought 2,657 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $64.3K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1419 holding.
  • Baird Financial Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.