Baird Financial Group, Inc. reports 9.97% increase in ownership of IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF - 13F, 13D, 13G Filings

iShares Trust - iShares 3-7 Year Treasury Bond ETF

MX ˙ BMV ˙ US4642886612

Security	MX:IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
Institution	Baird Financial Group, Inc.
Latest Disclosed Ownership	178,684 shares
Latest Disclosed Value	$ 21,191,929

Baird Financial Group, Inc. reports 9.97% increase in ownership of IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 178,684 shares of iShares Trust - iShares 3-7 Year Treasury Bond ETF (MX:IEI) valued at $21,191,929 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 162,484 shares of iShares Trust - iShares 3-7 Year Treasury Bond ETF. This represents a change in shares of 9.97% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-14	2026-03-31	13F	ISHARES TR	3 7 YR TREAS BD	464288661	178,684	16,200	9.97	21,192	9.28	0.0178
2026-02-13	2025-12-31	13F	ISHARES TR 3 7 YR TREAS BD	COMMON	464288661	162,484	5,481	3.49	19,392	3.35	0.0302
2025-11-13	2025-09-30	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	157,003	30,222	23.84	18,763	24.27	0.0302
2025-08-13	2025-06-30	13F	ISHARES TR 3 7 YR TREAS BD	COMMON	464288661	126,781	25,330	24.97	15,098	25.98	0.0265
2025-05-15	2025-03-31	13F	ISHARES TR 3 7 YR TREAS BD	COMMON	464288661	101,451	5,319	5.53	11,985	7.89	0.0231
2025-02-14	2024-12-31	13F	ISHS BRCLYS 37 TREA BD	COMMON	464288661	96,132	30,000	45.36	11,108	40.45	0.0212
2024-11-14	2024-09-30	13F	ISHS BRCLYS 37 TREA BD	COMMON	464288661	66,132	31,223	89.44	7,910	96.25	0.0154
2024-08-14	2024-06-30	13F	ISHS BRCLYS 37 TREA BD	COMMON	464288661	34,909	4,615	15.23	4,031	14.88	0.0084
2024-05-14	2024-03-31	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	30,294	510	1.71	3,508	0.57	0.0074
2024-02-14	2023-12-31	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	29,784	-5,419	-15.39	3,489	-12.43	0.0080
2023-11-13	2023-09-30	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	35,203	3,014	9.36	3,984	7.36	0.0109
2023-08-11	2023-06-30	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	32,189	163	0.51	3,710	-1.51	0.0098
2023-05-15	2023-03-31	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	32,026	-4,213	-11.63	3,768	94,075.00	0.0093
2023-02-13	2022-12-31	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	36,239	107	0.30	4	-99.90	0.0110
2022-11-15	2022-09-30	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	36,132	6,912	23.66	4,129	18.41	0.0122
2022-08-08	2022-06-30	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	29,220	24,962	586.24	3,487	570.58	0.0097
2022-05-13	2022-03-31	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	4,258	-81	-1.87	520	-6.81	0.0013
2022-02-09	2021-12-31	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	4,339	-595	-12.06	558	-13.08	0.0013
2021-11-12	2021-09-30	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	4,934	89	1.84	642	1.58	0.0016
2021-08-11	2021-06-30	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	4,845	896	22.69	632	23.20	0.0016
2021-05-13	2021-03-31	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	3,949	-8,727	-68.85	513	-69.57	0.0014
2021-02-11	2020-12-31	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	12,676	-9,981	-44.05	1,686	-44.30	0.0050
2020-11-12	2020-09-30	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	22,657	-18,693	-45.21	3,027	-45.23	0.0104
2020-10-22	2020-06-30	13F/A-1	ISHS BRCLY3-7 TREA ETF	COMMON	464288661	41,350	10,678	34.81	5,527	35.13	0.0208
2020-08-14	2020-06-30	13F	ISHS BRCLY3-7 TREA ETF	ETF - F	464288661	5,047	-25,625		635		1,258.4257
2020-05-14	2020-03-31	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	30,672	26,552	644.47	4,090	689.58	0.0187
2020-02-14	2019-12-31	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	4,120	-159	-3.72	518	-4.43	0.0019
2019-11-14	2019-09-30	13F	ISHARES ETF	Common	464288661	4,279	-1,381	-24.40	542	-23.88	0.0021
2019-08-14	2019-06-30	13F	ISHARES ETF	COMMON	464288661	5,660	1,516	36.58	712	39.33	0.0028
2019-05-14	2019-03-31	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	4,144	588	16.54	511	18.29	0.0030
2019-02-14	2018-12-31	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	3,556	592	19.97	432	22.73	0.0029
2018-11-13	2018-09-30	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	2,964	-486	-14.09	352	-14.98	0.0022
2018-08-13	2018-06-30	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	3,450	-410	-10.62	414	-11.16	0.0028
2018-05-14	2018-03-31	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	3,860	-252	-6.13	466	-7.17	0.0033
2018-02-09	2017-12-31	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	4,112	32	0.78	502	-0.40	0.0036
2017-11-14	2017-09-30	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	4,080	234	6.08	504	6.11	0.0038
2017-08-14	2017-06-30	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	3,846	551	16.72	475	17.28	0.0037
2017-06-19	2017-03-31	13F/A-1	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	3,295	-176	-5.07	405	-4.71	0.0033
2017-05-09	2017-03-31	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	3,295			405
2017-02-10	2016-12-31	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	3,471	86	2.54	425	-0.70	0.0037
2016-11-10	2016-09-30	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	3,385	-12,235	-78.33	428	-78.39	0.0038
2016-08-11	2016-06-30	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	15,620	2,037	15.00	1,981	15.78	0.0182
2016-05-12	2016-03-31	13F	ISHS BRCLYS 3-7 TREA BD	ETF - F	464288661	13,583	3,427	33.74	1,711	37.43	0.0164
2016-02-11	2015-12-31	13F	ISHS BRCLY3-7 TREA ETF	COMMON	464288661	10,156	7,095	231.79	1,245	225.92	0.0125
2015-11-12	2015-09-30	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	3,061	-108	-3.41	382	-2.05	0.0041
2015-08-14	2015-06-30	13F	ISHS BRCLYS 3-7 TREA BD	COMMON	464288661	3,169	3,169		390		0.0038

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.