Baird Financial Group
IBDU icon

Baird Financial Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Baird Financial Group’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$617K Buy
26,622
+5,182
+24% +$120K ﹤0.01% 1476
2026
Q1 		$499K Buy
21,440
+9,802
+84% +$229K ﹤0.01% 1478
2025
Q4 		$272K Buy
11,638
+503
+5% +$11.8K ﹤0.01% 1656
2025
Q3 		$261K Buy
+11,135
New +$260K ﹤0.01% 1669

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
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

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

Baird Financial Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 24% in Q2 2026, buying an estimated $120K and bringing the position to 26,622 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Baird Financial Group first reported a position in IBDU in Q3 2025 and has held it in 4 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Baird Financial Group held 26,622 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $617K as of Q2 2026.
  • Baird Financial Group bought 5,182 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $120K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1476 holding.
  • Baird Financial Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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