Baird Financial Group
IBTK icon

Baird Financial Group’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Baird Financial Group’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.57M Buy
284,901
+29,434
+12% +$577K 0.01% 762
2026
Q1 		$5.04M Buy
255,467
+58,740
+30% +$1.17M 0.01% 735
2025
Q4 		$3.9M Buy
+196,727
New +$3.91M 0.01% 808

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Baird Financial Group increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 12% in Q2 2026, buying an estimated $577K and bringing the position to 284,901 shares worth $5.57M. The position accounts for 0.01% of the portfolio, ranked #762.

Baird Financial Group first reported a position in IBTK in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Baird Financial Group held 284,901 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $5.57M as of Q2 2026.
  • Baird Financial Group bought 29,434 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $577K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #762 holding.
  • Baird Financial Group first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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