Baird Financial Group
IBTE

Baird Financial Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Baird Financial Group’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-232,672
Closed -$5.58M – 1827
2024
Q3 		$5.58M Buy
232,672
+5,319
+2% +$127K 0.01% 643
2024
Q2 		$5.45M Sell
227,353
-14,164
-6% -$339K 0.01% 641
2024
Q1 		$5.78M Buy
241,517
+150,227
+165% +$3.59M 0.01% 626
2023
Q4 		$2.18M Buy
91,290
+26,225
+40% +$625K 0.01% 909
2023
Q3 		$1.55M Buy
65,065
+4,558
+8% +$108K ﹤0.01% 987
2023
Q2 		$1.44M Buy
60,507
+22,558
+59% +$539K ﹤0.01% 1005
2023
Q1 		$911K Buy
37,949
+8,802
+30% +$210K ﹤0.01% 1114
2022
Q4 		$695K Buy
29,147
+3,696
+15% +$88.2K ﹤0.01% 1170
2022
Q3 		$610K Hold
25,451
– – ﹤0.01% 1225
2022
Q2 		$622K Buy
+25,451
New +$623K ﹤0.01% 1259

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Baird Financial Group's IBTE Position: Q4 2024 in Review

Baird Financial Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 232,672 shares — an estimated $5.58M sold.

Baird Financial Group first reported a position in IBTE in Q2 2022 and held it in 10 quarters. The position peaked at $5.78M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Baird Financial Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Baird Financial Group sold 232,672 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $5.58M.
  • Baird Financial Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2022 and held it in 10 quarters.
  • Baird Financial Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $5.78M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Baird Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.