Baird Financial Group’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$895K	Hold	35,000	–	–	﹤0.01%	1357
2026 Q1	$894K	Hold	35,000	–	–	﹤0.01%	1293
2025 Q4	$895K	Sell	35,000 -224	-0.6%	-$5.72K	﹤0.01%	1280
2025 Q3	$903K	Buy	35,224 +25,224	+252%	+$645K	﹤0.01%	1282
2025 Q2	$254K	Hold	10,000	–	–	﹤0.01%	1634
2025 Q1	$253K	Hold	10,000	–	–	﹤0.01%	1623
2024 Q4	$252K	Hold	10,000	–	–	﹤0.01%	1613
2024 Q3	$256K	Sell	10,000 -664	-6%	-$16.8K	﹤0.01%	1592
2024 Q2	$267K	Hold	10,664	–	–	﹤0.01%	1589
2024 Q1	$269K	Hold	10,664	–	–	﹤0.01%	1595
2023 Q4	$273K	Hold	10,664	–	–	﹤0.01%	1545
2023 Q3	$260K	Buy	10,664 +664	+7%	+$16.6K	﹤0.01%	1548
2023 Q2	$252K	Sell	10,000 -1,097	-10%	-$27.8K	﹤0.01%	1561
2023 Q1	$284K	Buy	+11,097	New	+$282K	﹤0.01%	1508

Other funds holding IBMQ

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Baird Financial Group held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 35,000 shares worth $895K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Baird Financial Group first reported a position in IBMQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $903K in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Baird Financial Group held 35,000 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $895K as of Q2 2026.
Baird Financial Group left its iShares iBonds Dec 2028 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1357 holding.
Baird Financial Group first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
Baird Financial Group's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $903K in Q3 2025.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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