Baird Financial Group
IBMH

Baird Financial Group’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Baird Financial Group’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-17,403
Closed -$443K – 1581
2019
Q2 		$443K Buy
17,403
+665
+4% +$16.9K ﹤0.01% 1228
2019
Q1 		$426K Sell
16,738
-800
-5% -$20.3K ﹤0.01% 1066
2018
Q4 		$445K Buy
17,538
+637
+4% +$16.1K ﹤0.01% 1018
2018
Q3 		$428K Sell
16,901
-1,606
-9% -$40.8K ﹤0.01% 1088
2018
Q2 		$470K Hold
18,507
– – ﹤0.01% 1034
2018
Q1 		$468K Sell
18,507
-10,201
-36% -$259K ﹤0.01% 1029
2017
Q4 		$727K Sell
28,708
-1,700
-6% -$43.2K 0.01% 905
2017
Q3 		$777K Sell
30,408
-557
-2% -$14.3K 0.01% 873
2017
Q2 		$790K Sell
30,965
-804
-3% -$20.6K 0.01% 839
2017
Q1 		$811K Buy
31,769
+469
+1% +$11.9K 0.01% 832
2016
Q4 		$793K Sell
31,300
-1,058
-3% -$26.9K 0.01% 824
2016
Q3 		$830K Sell
32,358
-1,750
-5% -$45.1K 0.01% 806
2016
Q2 		$878K Sell
34,108
-13,287
-28% -$342K 0.01% 773
2016
Q1 		$1.22M Buy
47,395
+4,557
+11% +$117K 0.01% 664
2015
Q4 		$1.1M Buy
42,838
+9,164
+27% +$234K 0.01% 664
2015
Q3 		$861K Buy
33,674
+17,674
+110% +$450K 0.01% 746
2015
Q2 		$406K Buy
+16,000
New +$405K ﹤0.01% 1035

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Baird Financial Group's IBMH Position: Q3 2019 in Review

Baird Financial Group sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 17,403 shares — an estimated $443K sold.

Baird Financial Group first reported a position in IBMH in Q2 2015 and held it in 17 quarters. The position peaked at $1.22M in Q1 2016. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Baird Financial Group reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Baird Financial Group sold 17,403 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $443K.
  • Baird Financial Group first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2015 and held it in 17 quarters.
  • Baird Financial Group's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $1.22M in Q1 2016.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Baird Financial Group's 13F filing for Q3 2019, filed 14 Nov 2019.