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Ishares Morningstar shares owned by Baird Financial

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Baird Financial from 13F filings

Historical chart of Baird Financial investment in Ishares Morningstar

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All positions including Ishares Morningstar held by Baird Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by Baird Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $888k 44k 20.12
2022-12-31 $2.8M 150k 18.98
2022-09-30 $376k 21k 18.38
2022-06-30 $425k 21k 19.84
2020-03-31 $965k 48k 20.00