Baird Financial Group
IBDS icon

Baird Financial Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Baird Financial Group’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$811K Buy
33,493
+3,149
+10% +$76.2K ﹤0.01% 1396
2026
Q1 		$736K Buy
30,344
+5,118
+20% +$124K ﹤0.01% 1358
2025
Q4 		$612K Buy
25,226
+870
+4% +$21.1K ﹤0.01% 1403
2025
Q3 		$593K Sell
24,356
-553
-2% -$13.4K ﹤0.01% 1412
2025
Q2 		$605K Sell
24,909
-1,047
-4% -$25.3K ﹤0.01% 1361
2025
Q1 		$628K Sell
25,956
-166
-0.6% -$3.99K ﹤0.01% 1322
2024
Q4 		$626K Buy
26,122
+2,575
+11% +$62K ﹤0.01% 1316
2024
Q3 		$574K Buy
23,547
+293
+1% +$7.06K ﹤0.01% 1327
2024
Q2 		$552K Buy
23,254
+2,887
+14% +$68.3K ﹤0.01% 1352
2024
Q1 		$485K Buy
20,367
+6,590
+48% +$157K ﹤0.01% 1396
2023
Q4 		$330K Buy
+13,777
New +$322K ﹤0.01% 1481

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Baird Financial Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 10% in Q2 2026, buying an estimated $76.2K and bringing the position to 33,493 shares worth $811K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Baird Financial Group first reported a position in IBDS in Q4 2023 and has held it in 11 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Baird Financial Group held 33,493 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $811K as of Q2 2026.
  • Baird Financial Group bought 3,149 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $76.2K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1396 holding.
  • Baird Financial Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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