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
Q2 		$5.62M Buy
259,495
+26,699
+11% +$579K 0.01% 757
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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 $369B AUM 28.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Baird Financial Group increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 11% in Q2 2026, buying an estimated $579K and bringing the position to 259,495 shares worth $5.62M. The position accounts for 0.01% of the portfolio, ranked #757.

Baird Financial Group first reported a position in IBTJ in Q4 2024 and has held it in 7 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Baird Financial Group held 259,495 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $5.62M as of Q2 2026.
  • Baird Financial Group bought 26,699 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $579K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #757 holding.
  • Baird Financial Group first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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