Baird Financial Group
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Baird Financial Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Baird Financial Group’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.35M Buy
285,030
+78,867
+38% +$1.76M 0.01% 677
2025
Q4 		$4.61M Buy
206,163
+67,996
+49% +$1.52M 0.01% 761
2025
Q3 		$3.09M Buy
138,167
+14,149
+11% +$316K 0.01% 894
2025
Q2 		$2.77M Buy
124,018
+57,628
+87% +$1.28M ﹤0.01% 912
2025
Q1 		$1.48M Buy
66,390
+3,482
+6% +$76.7K ﹤0.01% 1065
2024
Q4 		$1.38M Buy
62,908
+38,448
+157% +$848K ﹤0.01% 1085
2024
Q3 		$550K Sell
24,460
-514
-2% -$11.4K ﹤0.01% 1346
2024
Q2 		$545K Buy
24,974
+7,352
+42% +$160K ﹤0.01% 1358
2024
Q1 		$387K Buy
+17,622
New +$388K ﹤0.01% 1474

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B
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BCM
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HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return