Baird Financial Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.8M	Buy	559,719 +30,521	+6%	+$698K	0.02%	534
2026 Q1	$12.1M	Buy	529,198 +71,872	+16%	+$1.65M	0.02%	514
2025 Q4	$10.5M	Buy	457,326 +68,132	+18%	+$1.56M	0.02%	526
2025 Q3	$8.93M	Buy	389,194 +21,805	+6%	+$499K	0.01%	571
2025 Q2	$8.42M	Buy	367,389 +57,625	+19%	+$1.32M	0.01%	558
2025 Q1	$7.11M	Buy	309,764 +2,580	+0.8%	+$58.9K	0.01%	576
2024 Q4	$7.01M	Buy	307,184 +225,886	+278%	+$5.16M	0.01%	587
2024 Q3	$1.88M	Buy	81,298 +4,066	+5%	+$93K	﹤0.01%	978
2024 Q2	$1.75M	Buy	77,232 +11,974	+18%	+$270K	﹤0.01%	995
2024 Q1	$1.48M	Buy	65,258 +13,569	+26%	+$309K	﹤0.01%	1040
2023 Q4	$1.18M	Buy	51,689 +22,155	+75%	+$500K	﹤0.01%	1080
2023 Q3	$664K	Buy	29,534 +3,512	+13%	+$79.2K	﹤0.01%	1232
2023 Q2	$589K	Buy	+26,022	New	+$597K	﹤0.01%	1279

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Baird Financial Group increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 5.8% in Q2 2026, buying an estimated $698K and bringing the position to 559,719 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #534.

Baird Financial Group first reported a position in IBTG in Q2 2023 and has held it in 13 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Baird Financial Group held 559,719 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $12.8M as of Q2 2026.
Baird Financial Group bought 30,521 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $698K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Baird Financial Group's portfolio in Q2 2026, its #534 holding.
Baird Financial Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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