Baird Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Baird Financial Group’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$252M	Sell	2,666,597 -57,875	-2%	-$5.48M	0.35%	61
2026 Q1	$260M	Buy	2,724,472 +29,587	+1%	+$2.85M	0.41%	55
2025 Q4	$259M	Buy	2,694,885 +25,593	+1%	+$2.48M	0.4%	51
2025 Q3	$257M	Buy	2,669,292 +34,309	+1%	+$3.28M	0.41%	49
2025 Q2	$252M	Buy	2,634,983 +104,338	+4%	+$9.87M	0.44%	47
2025 Q1	$241M	Buy	2,530,645 +103,039	+4%	+$9.64M	0.46%	48
2024 Q4	$224M	Buy	2,427,606 +67,209	+3%	+$6.35M	0.43%	48
2024 Q3	$232M	Buy	2,360,397 +350,870	+17%	+$33.9M	0.45%	49
2024 Q2	$188M	Buy	2,009,527 +64,429	+3%	+$5.99M	0.39%	54
2024 Q1	$184M	Buy	1,945,098 +222,946	+13%	+$21.1M	0.39%	53
2023 Q4	$166M	Buy	1,722,152 +1,614,158	+1,495%	+$149M	0.38%	54
2023 Q3	$9.89M	Sell	107,994 -31,157	-22%	-$2.94M	0.03%	433
2023 Q2	$13.4M	Buy	139,151 +54,703	+65%	+$5.38M	0.04%	383
2023 Q1	$8.37M	Buy	84,448 +2,324	+3%	+$227K	0.02%	471
2022 Q4	$7.87M	Buy	82,124 +1,705	+2%	+$164K	0.02%	485
2022 Q3	$7.72M	Buy	80,419 +3,698	+5%	+$375K	0.02%	463
2022 Q2	$7.85M	Buy	76,721 +23,504	+44%	+$2.41M	0.02%	482
2022 Q1	$5.72M	Sell	53,217 -279	-0.5%	-$31K	0.01%	573
2021 Q4	$6.15M	Sell	53,496 -233	-0.4%	-$26.8K	0.01%	566
2021 Q3	$6.19M	Sell	53,729 -87	-0.2%	-$10.2K	0.02%	529
2021 Q2	$6.21M	Buy	53,816 +3,953	+8%	+$452K	0.02%	529
2021 Q1	$5.63M	Buy	49,863 +501	+1%	+$58.4K	0.02%	543
2020 Q4	$5.92M	Sell	49,362 -7,087	-13%	-$853K	0.02%	498
2020 Q3	$6.88M	Sell	56,449 -21,178	-27%	-$2.58M	0.02%	428
2020 Q2	$9.46M	Buy	77,627 +13,756	+22%	+$1.67M	0.04%	356
2020 Q1	$7.76M	Sell	63,871 -7,478	-10%	-$861K	0.04%	357
2019 Q4	$7.86M	Buy	71,349 +10,773	+18%	+$1.2M	0.03%	432
2019 Q3	$6.81M	Buy	60,576 +514	+0.9%	+$57.3K	0.03%	433
2019 Q2	$6.61M	Sell	60,062 -3,817	-6%	-$409K	0.03%	444
2019 Q1	$6.81M	Buy	63,879 +25,453	+66%	+$2.66M	0.04%	380
2018 Q4	$4M	Sell	38,426 -2,553	-6%	-$259K	0.03%	458
2018 Q3	$4.13M	Buy	40,979 +4,358	+12%	+$445K	0.03%	488
2018 Q2	$3.75M	Buy	36,621 +1,082	+3%	+$110K	0.03%	494
2018 Q1	$3.67M	Sell	35,539 -10,329	-23%	-$1.06M	0.03%	483
2017 Q4	$4.84M	Buy	45,868 +4,087	+10%	+$433K	0.03%	427
2017 Q3	$4.45M	Buy	41,781 +2,041	+5%	+$219K	0.03%	436
2017 Q2	$4.24M	Sell	39,740 -3,305	-8%	-$353K	0.03%	435
2017 Q1	$4.54M	Sell	43,045 -106	-0.2%	-$11.1K	0.04%	419
2016 Q4	$4.52M	Sell	43,151 -8,147	-16%	-$875K	0.04%	391
2016 Q3	$5.74M	Sell	51,298 -30,148	-37%	-$3.38M	0.05%	340
2016 Q2	$9.18M	Buy	81,446 +4,567	+6%	+$505K	0.08%	241
2016 Q1	$8.48M	Buy	76,879 +8,510	+12%	+$928K	0.08%	251
2015 Q4	$7.22M	Sell	68,369 -109,118	-61%	-$11.6M	0.07%	274
2015 Q3	$19.1M	Buy	177,487 +129,567	+270%	+$13.8M	0.2%	140
2015 Q2	$5.03M	Buy	+47,920	New	+$5.1M	0.05%	337

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Baird Financial Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.1% in Q2 2026, selling an estimated $5.48M and leaving 2,666,597 shares worth $252M. The position accounts for 0.35% of the portfolio, ranked #61.

Baird Financial Group first reported a position in IEF in Q2 2015 and has held it in 45 quarters since. The position peaked at $260M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Baird Financial Group held 2,666,597 shares of iShares 7-10 Year Treasury Bond ETF worth $252M as of Q2 2026.
Baird Financial Group sold 57,875 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.48M.
iShares 7-10 Year Treasury Bond ETF made up 0.35% of Baird Financial Group's portfolio in Q2 2026, its #61 holding.
Baird Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2015 and has held it in 45 quarters since.
Baird Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $260M in Q1 2026.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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