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
Q2 		$6.95M Buy
313,944
+28,914
+10% +$641K 0.01% 700
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

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Baird Financial Group increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 10% in Q2 2026, buying an estimated $641K and bringing the position to 313,944 shares worth $6.95M. The position accounts for 0.01% of the portfolio, ranked #700.

Baird Financial Group first reported a position in IBTI in Q1 2024 and has held it in 10 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Baird Financial Group held 313,944 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $6.95M as of Q2 2026.
  • Baird Financial Group bought 28,914 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $641K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #700 holding.
  • Baird Financial Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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