Baird Financial Group
IBMG

Baird Financial Group’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Baird Financial Group’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-12,496
Closed -$318K – 1388
2018
Q2 		$318K Hold
12,496
– – ﹤0.01% 1130
2018
Q1 		$317K Sell
12,496
-9,754
-44% -$247K ﹤0.01% 1116
2017
Q4 		$565K Sell
22,250
-1,500
-6% -$38.1K ﹤0.01% 972
2017
Q3 		$605K Sell
23,750
-1,000
-4% -$25.5K ﹤0.01% 938
2017
Q2 		$630K Sell
24,750
-1,175
-5% -$29.9K ﹤0.01% 904
2017
Q1 		$660K Sell
25,925
-3,050
-11% -$77.7K 0.01% 886
2016
Q4 		$736K Sell
28,975
-600
-2% -$15.3K 0.01% 839
2016
Q3 		$755K Sell
29,575
-2,150
-7% -$55.1K 0.01% 829
2016
Q2 		$814K Sell
31,725
-1,325
-4% -$33.9K 0.01% 798
2016
Q1 		$846K Buy
33,050
+4,450
+16% +$114K 0.01% 769
2015
Q4 		$730K Buy
28,600
+3,825
+15% +$97.7K 0.01% 799
2015
Q3 		$634K Buy
24,775
+5,675
+30% +$145K 0.01% 841
2015
Q2 		$488K Buy
+19,100
New +$486K ﹤0.01% 962

Other funds holding IBMG

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Baird Financial Group's IBMG Position: Q3 2018 in Review

Baird Financial Group sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 12,496 shares — an estimated $318K sold.

Baird Financial Group first reported a position in IBMG in Q2 2015 and held it in 13 quarters. The position peaked at $846K in Q1 2016. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

  • Baird Financial Group reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Baird Financial Group sold 12,496 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $318K.
  • Baird Financial Group first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q2 2015 and held it in 13 quarters.
  • Baird Financial Group's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $846K in Q1 2016.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Baird Financial Group's 13F filing for Q3 2018, filed 13 Nov 2018.