Baird Financial Group
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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
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 $6.93B AUM 28.92% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return