Baird Financial Group
IYK icon

Baird Financial Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Baird Financial Group’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-49,512
Closed -$3.31M – 1736
2023
Q2 		$3.31M Buy
49,512
+21,636
+78% +$1.45M 0.01% 753
2023
Q1 		$1.85M Sell
27,876
-14,103
-34% -$923K ﹤0.01% 905
2022
Q4 		$2.84M Sell
41,979
-3,414
-8% -$225K 0.01% 759
2022
Q3 		$2.72M Buy
45,393
+13,437
+42% +$882K 0.01% 734
2022
Q2 		$2.08M Buy
+31,956
New +$2.15M 0.01% 837

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Baird Financial Group's IYK Position: Q3 2023 in Review

Baird Financial Group sold out of iShares US Consumer Staples ETF (IYK) in Q3 2023, closing a stake of 49,512 shares — an estimated $3.31M sold.

Baird Financial Group first reported a position in IYK in Q2 2022 and held it in 5 quarters. The position peaked at $3.31M in Q2 2023. 235 funds tracked by Wall St. Rank hold IYK as of Q3 2023.

  • Baird Financial Group reported no remaining iShares US Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
  • Baird Financial Group sold 49,512 iShares US Consumer Staples ETF shares in Q3 2023, an estimated $3.31M.
  • Baird Financial Group first reported a position in iShares US Consumer Staples ETF in Q2 2022 and held it in 5 quarters.
  • Baird Financial Group's iShares US Consumer Staples ETF position peaked at $3.31M in Q2 2023.
  • 235 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2023.

Based on Baird Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.