Baird Financial Group
IBTJ icon

Baird Financial Group’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Baird Financial Group’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.08M Buy
232,796
+47,613
+26% +$1.04M 0.01% 733
2025
Q4 		$4.06M Buy
185,183
+68,858
+59% +$1.51M 0.01% 797
2025
Q3 		$2.55M Buy
116,325
+13,048
+13% +$286K ﹤0.01% 965
2025
Q2 		$2.26M Buy
103,277
+60,569
+142% +$1.32M ﹤0.01% 979
2025
Q1 		$930K Buy
42,708
+11,585
+37% +$249K ﹤0.01% 1206
2024
Q4 		$664K Buy
+31,123
New +$671K ﹤0.01% 1296

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return