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 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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Baird Financial Group's IBHG Position: Q1 2026 in Review

Baird Financial Group increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 59% in Q1 2026, buying an estimated $207K and bringing the position to 25,093 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Baird Financial Group first reported a position in IBHG in Q4 2024 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

Baird Financial Group held 25,093 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $555K as of Q1 2026.
Baird Financial Group bought 9,339 iShares iBonds 2027 Term High Yield and Income ETF shares in Q1 2026, an estimated $207K.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1440 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 6 quarters since.
127 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.