Baird Financial Group
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Baird Financial Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Baird Financial Group’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Buy
46,298
+4,304
+10% +$109K ﹤0.01% 1275
2026
Q1 		$1.06M Buy
41,994
+12,843
+44% +$327K ﹤0.01% 1244
2025
Q4 		$742K Buy
29,151
+151
+0.5% +$3.85K ﹤0.01% 1341
2025
Q3 		$740K Buy
29,000
+5,839
+25% +$148K ﹤0.01% 1355
2025
Q2 		$589K Sell
23,161
-869
-4% -$21.9K ﹤0.01% 1366
2025
Q1 		$607K Sell
24,030
-161
-0.7% -$4.03K ﹤0.01% 1336
2024
Q4 		$602K Buy
24,191
+2,180
+10% +$54.8K ﹤0.01% 1328
2024
Q3 		$562K Buy
22,011
+229
+1% +$5.77K ﹤0.01% 1336
2024
Q2 		$540K Buy
21,782
+2,240
+11% +$55.2K ﹤0.01% 1359
2024
Q1 		$487K Buy
19,542
+10,798
+123% +$269K ﹤0.01% 1392
2023
Q4 		$219K Buy
+8,744
New +$212K ﹤0.01% 1615

Other funds holding IBDT

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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Baird Financial Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 10% in Q2 2026, buying an estimated $109K and bringing the position to 46,298 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Baird Financial Group first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Baird Financial Group held 46,298 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.17M as of Q2 2026.
  • Baird Financial Group bought 4,304 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $109K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1275 holding.
  • Baird Financial Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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