Baird Financial Group
IBME

Baird Financial Group’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History

Baird Financial Group’s Portfolio IBME Stock Details IBME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-10,658
Closed -$283K – 1302
2015
Q4 		$283K Hold
10,658
– – ﹤0.01% 1084
2015
Q3 		$283K Sell
10,658
-425
-4% -$11.3K ﹤0.01% 1070
2015
Q2 		$294K Buy
+11,083
New +$295K ﹤0.01% 1125

Other funds holding IBME

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Baird Financial Group's IBME Position: Q1 2016 in Review

Baird Financial Group sold out of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) in Q1 2016, closing a stake of 10,658 shares — an estimated $283K sold.

Baird Financial Group first reported a position in IBME in Q2 2015 and held it in 3 quarters. The position peaked at $294K in Q2 2015. 45 funds tracked by Wall St. Rank hold IBME as of Q1 2016.

  • Baird Financial Group reported no remaining ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position as of Q1 2016 after selling out during the quarter.
  • Baird Financial Group sold 10,658 ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF shares in Q1 2016, an estimated $283K.
  • Baird Financial Group first reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in Q2 2015 and held it in 3 quarters.
  • Baird Financial Group's ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position peaked at $294K in Q2 2015.
  • 45 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF as of Q1 2016.

Based on Baird Financial Group's 13F filing for Q1 2016, filed 12 May 2016.