Baird Financial Group
IBTH icon

Baird Financial Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Baird Financial Group’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.47M Buy
423,295
+31,785
+8% +$711K 0.01% 620
2026
Q1 		$8.78M Buy
391,510
+125,236
+47% +$2.81M 0.01% 601
2025
Q4 		$5.98M Buy
266,274
+67,837
+34% +$1.53M 0.01% 688
2025
Q3 		$4.47M Buy
198,437
+19,606
+11% +$440K 0.01% 771
2025
Q2 		$4.02M Buy
178,831
+60,039
+51% +$1.35M 0.01% 791
2025
Q1 		$2.66M Buy
118,792
+6,938
+6% +$155K 0.01% 881
2024
Q4 		$2.48M Buy
111,854
+42,136
+60% +$939K ﹤0.01% 903
2024
Q3 		$1.58M Buy
69,718
+2,416
+4% +$54.2K ﹤0.01% 1031
2024
Q2 		$1.49M Buy
67,302
+13,092
+24% +$288K ﹤0.01% 1045
2024
Q1 		$1.2M Buy
54,210
+33,023
+156% +$734K ﹤0.01% 1104
2023
Q4 		$474K Buy
+21,187
New +$465K ﹤0.01% 1368

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Baird Financial Group increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 8.1% in Q2 2026, buying an estimated $711K and bringing the position to 423,295 shares worth $9.47M. The position accounts for 0.01% of the portfolio, ranked #620.

Baird Financial Group first reported a position in IBTH in Q4 2023 and has held it in 11 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Baird Financial Group held 423,295 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $9.47M as of Q2 2026.
  • Baird Financial Group bought 31,785 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $711K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #620 holding.
  • Baird Financial Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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