Baird Financial Group
IBHF icon

Baird Financial Group’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Baird Financial Group’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$667K Buy
29,450
+8,809
+43% +$200K ﹤0.01% 1451
2026
Q1 		$474K Buy
20,641
+4,256
+26% +$98K ﹤0.01% 1498
2025
Q4 		$378K Buy
16,385
+39
+0.2% +$905 ﹤0.01% 1564
2025
Q3 		$382K Buy
16,346
+1,052
+7% +$24.5K ﹤0.01% 1556
2025
Q2 		$355K Sell
15,294
-578
-4% -$13.3K ﹤0.01% 1531
2025
Q1 		$369K Buy
15,872
+580
+4% +$13.5K ﹤0.01% 1489
2024
Q4 		$354K Buy
15,292
+2,865
+23% +$66.6K ﹤0.01% 1499
2024
Q3 		$291K Buy
12,427
+605
+5% +$14K ﹤0.01% 1551
2024
Q2 		$271K Buy
+11,822
New +$270K ﹤0.01% 1584

Other funds holding IBHF

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
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

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

Baird Financial Group increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 43% in Q2 2026, buying an estimated $200K and bringing the position to 29,450 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Baird Financial Group first reported a position in IBHF in Q2 2024 and has held it in 9 quarters since. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Baird Financial Group held 29,450 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $667K as of Q2 2026.
  • Baird Financial Group bought 8,809 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $200K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1451 holding.
  • Baird Financial Group first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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