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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Baird Financial Group's IBDR Position: Q1 2026 in Review

Baird Financial Group increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 18% in Q1 2026, buying an estimated $102K and bringing the position to 27,972 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Baird Financial Group first reported a position in IBDR in Q4 2023 and has held it in 10 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Baird Financial Group held 27,972 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $678K as of Q1 2026.
Baird Financial Group bought 4,224 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $102K.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1394 holding.
Baird Financial Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.