Baird Financial Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$954K	Buy	37,540 +2,540	+7%	+$64.5K	﹤0.01%	1337
2026 Q1	$890K	Hold	35,000	–	–	﹤0.01%	1294
2025 Q4	$889K	Hold	35,000	–	–	﹤0.01%	1286
2025 Q3	$892K	Buy	35,000 +25,000	+250%	+$636K	﹤0.01%	1293
2025 Q2	$254K	Hold	10,000	–	–	﹤0.01%	1637
2025 Q1	$253K	Hold	10,000	–	–	﹤0.01%	1625
2024 Q4	$251K	Hold	10,000	–	–	﹤0.01%	1615
2024 Q3	$255K	Sell	10,000 -664	-6%	-$16.8K	﹤0.01%	1596
2024 Q2	$267K	Hold	10,664	–	–	﹤0.01%	1591
2024 Q1	$268K	Hold	10,664	–	–	﹤0.01%	1596
2023 Q4	$271K	Hold	10,664	–	–	﹤0.01%	1550
2023 Q3	$261K	Buy	10,664 +664	+7%	+$16.5K	﹤0.01%	1547
2023 Q2	$251K	Sell	10,000 -1,102	-10%	-$27.7K	﹤0.01%	1562
2023 Q1	$283K	Buy	+11,102	New	+$281K	﹤0.01%	1510

Other funds holding IBMP

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

Baird Financial Group increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 7.3% in Q2 2026, buying an estimated $64.5K and bringing the position to 37,540 shares worth $954K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

Baird Financial Group first reported a position in IBMP in Q1 2023 and has held it in 14 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Baird Financial Group held 37,540 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $954K as of Q2 2026.
Baird Financial Group bought 2,540 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $64.5K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1337 holding.
Baird Financial Group first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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