Baird Financial Group’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Baird Financial Group’s Portfolio IBHG Stock Details IBHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$751K	Buy	34,015 +8,922	+36%	+$197K	﹤0.01%	1416
2026 Q1	$555K	Buy	25,093 +9,339	+59%	+$207K	﹤0.01%	1440
2025 Q4	$352K	Buy	15,754 +231	+1%	+$5.17K	﹤0.01%	1590
2025 Q3	$349K	Buy	15,523 +1,087	+8%	+$24.4K	﹤0.01%	1582
2025 Q2	$325K	Sell	14,436 -72	-0.5%	-$1.6K	﹤0.01%	1557
2025 Q1	$324K	Buy	14,508 +663	+5%	+$14.8K	﹤0.01%	1530
2024 Q4	$308K	Buy	+13,845	New	+$310K	﹤0.01%	1545

Other funds holding IBHG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Baird Financial Group increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 36% in Q2 2026, buying an estimated $197K and bringing the position to 34,015 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Baird Financial Group first reported a position in IBHG in Q4 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Baird Financial Group held 34,015 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $751K as of Q2 2026.
Baird Financial Group bought 8,922 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $197K.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1416 holding.
Baird Financial Group first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 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.