Baird Financial Group
IBMO icon

Baird Financial Group’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Baird Financial Group’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$918K Buy
35,800
+800
+2% +$20.5K ﹤0.01% 1351
2026
Q1 		$897K Hold
35,000
– – ﹤0.01% 1289
2025
Q4 		$897K Sell
35,000
-204
-0.6% -$5.22K ﹤0.01% 1278
2025
Q3 		$903K Buy
35,204
+25,204
+252% +$646K ﹤0.01% 1281
2025
Q2 		$256K Hold
10,000
– – ﹤0.01% 1632
2025
Q1 		$256K Hold
10,000
– – ﹤0.01% 1619
2024
Q4 		$255K Hold
10,000
– – ﹤0.01% 1607
2024
Q3 		$257K Sell
10,000
-661
-6% -$16.9K ﹤0.01% 1591
2024
Q2 		$270K Hold
10,661
– – ﹤0.01% 1587
2024
Q1 		$270K Hold
10,661
– – ﹤0.01% 1591
2023
Q4 		$272K Hold
10,661
– – ﹤0.01% 1547
2023
Q3 		$264K Buy
10,661
+661
+7% +$16.6K ﹤0.01% 1543
2023
Q2 		$252K Sell
10,000
-1,099
-10% -$27.7K ﹤0.01% 1559
2023
Q1 		$283K Buy
+11,099
New +$282K ﹤0.01% 1509

Other funds holding IBMO

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
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Baird Financial Group increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 2.3% in Q2 2026, buying an estimated $20.5K and bringing the position to 35,800 shares worth $918K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Baird Financial Group first reported a position in IBMO in Q1 2023 and has held it in 14 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Baird Financial Group held 35,800 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $918K as of Q2 2026.
  • Baird Financial Group bought 800 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $20.5K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1351 holding.
  • Baird Financial Group first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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