Baird Financial Group
IMTB icon

Baird Financial Group’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Baird Financial Group’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-52,027
Closed -$2.23M – 1797
2024
Q1 		$2.23M Buy
52,027
+2,888
+6% +$124K ﹤0.01% 919
2023
Q4 		$2.14M Buy
49,139
+6,080
+14% +$252K ﹤0.01% 915
2023
Q3 		$1.77M Buy
43,059
+840
+2% +$35.5K ﹤0.01% 942
2023
Q2 		$1.82M Buy
42,219
+269
+0.6% +$11.7K ﹤0.01% 939
2023
Q1 		$1.84M Buy
41,950
+488
+1% +$21.2K ﹤0.01% 906
2022
Q4 		$1.77M Buy
41,462
+31,993
+338% +$1.36M ﹤0.01% 915
2022
Q3 		$400K Hold
9,469
– – ﹤0.01% 1357
2022
Q2 		$424K Sell
9,469
-1,527
-14% -$69.2K ﹤0.01% 1410
2022
Q1 		$521K Buy
10,996
+506
+5% +$24.6K ﹤0.01% 1386
2021
Q4 		$529K Buy
10,490
+667
+7% +$33.8K ﹤0.01% 1450
2021
Q3 		$503K Buy
9,823
+2,246
+30% +$116K ﹤0.01% 1460
2021
Q2 		$390K Buy
7,577
+1,339
+21% +$68.6K ﹤0.01% 1491
2021
Q1 		$318K Hold
6,238
– – ﹤0.01% 1500
2020
Q4 		$327K Hold
6,238
– – ﹤0.01% 1347
2020
Q3 		$327K Sell
6,238
-251
-4% -$13.2K ﹤0.01% 1274
2020
Q2 		$339K Buy
6,489
+1,616
+33% +$83.6K ﹤0.01% 1262
2020
Q1 		$250K Hold
4,873
– – ﹤0.01% 1259
2019
Q4 		$247K Hold
4,873
– – ﹤0.01% 1399
2019
Q3 		$247K Hold
4,873
– – ﹤0.01% 1378
2019
Q2 		$245K Buy
+4,873
New +$241K ﹤0.01% 1397

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group's IMTB Position: Q2 2024 in Review

Baird Financial Group sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2024, closing a stake of 52,027 shares — an estimated $2.23M sold.

Baird Financial Group first reported a position in IMTB in Q2 2019 and held it in 20 quarters. The position peaked at $2.23M in Q1 2024. 41 funds tracked by Wall St. Rank hold IMTB as of Q2 2024.

  • Baird Financial Group reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Baird Financial Group sold 52,027 iShares Core 5-10 Year USD Bond ETF shares in Q2 2024, an estimated $2.23M.
  • Baird Financial Group first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2019 and held it in 20 quarters.
  • Baird Financial Group's iShares Core 5-10 Year USD Bond ETF position peaked at $2.23M in Q1 2024.
  • 41 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2024.

Based on Baird Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.