Question 1

How many shares of IBTE does Baird Financial Group, Inc. own?

Accepted Answer

Baird Financial Group, Inc. previously held 0 shares of IBTE (iShares iBonds Dec 2024 Term Tr) before exiting the position in 2024-Q4.

Question 2

What is Baird Financial Group, Inc.'s IBTE position worth?

Accepted Answer

Baird Financial Group, Inc.'s IBTE position was last reported at $0 in 2024-Q4 before the exit.

Question 3

Is Baird Financial Group, Inc. buying or selling IBTE?

Accepted Answer

In 2024-Q4, Baird Financial Group, Inc. exited their IBTE position entirely (-100.0% change in shares).

Question 4

When did Baird Financial Group, Inc. first buy IBTE?

Accepted Answer

Based on available 13F filings, Baird Financial Group, Inc. first reported a position in IBTE in 2022-Q2. They have held the position across 11 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$23.73	0
2024-Q3	Increased	232,672	+2.3%	$5.6M	0.0%	$23.65	28
2024-Q2	Decreased	227,353	-5.9%	$5.5M	0.0%	$23.34	0
2024-Q1	Increased	241,517	+164.6%	$5.8M	0.0%	$23.04	44
2023-Q4	Increased	91,290	+40.3%	$2.2M	0.0%	$22.79	35
2023-Q3	Increased	65,065	+7.5%	$1.6M	0.0%	$22.44	28
2023-Q2	Increased	60,507	+59.4%	$1.4M	0.0%	$22.15	37
2023-Q1	Increased	37,949	+30.2%	$911,155	0.0%	$22.12	31
2022-Q4	Increased	29,147	+14.5%	$695,000	0.0%	$21.84	28
2022-Q3	Unchanged	25,451	0.0%	$610,000	0.0%	$21.73	0
2022-Q2	New	25,451	-	$622,000	0.0%	$21.97	34

IBTE11 quarters

IBTE
11 quarters