Baird Financial Group
IBMI

Baird Financial Group’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Baird Financial Group’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-14,680
Closed -$372K – 1617
2020
Q1 		$372K Sell
14,680
-1,844
-11% -$47K ﹤0.01% 1144
2019
Q4 		$422K Sell
16,524
-1,225
-7% -$31.3K ﹤0.01% 1223
2019
Q3 		$453K Sell
17,749
-318
-2% -$8.13K ﹤0.01% 1200
2019
Q2 		$462K Buy
18,067
+1,023
+6% +$26.1K ﹤0.01% 1216
2019
Q1 		$435K Sell
17,044
-800
-4% -$20.3K ﹤0.01% 1062
2018
Q4 		$453K Sell
17,844
-381
-2% -$9.63K ﹤0.01% 1015
2018
Q3 		$459K Sell
18,225
-1,437
-7% -$36.5K ﹤0.01% 1064
2018
Q2 		$499K Buy
19,662
+2,930
+18% +$74.1K ﹤0.01% 1013
2018
Q1 		$424K Sell
16,732
-8,373
-33% -$212K ﹤0.01% 1057
2017
Q4 		$637K Sell
25,105
-1,850
-7% -$47.2K ﹤0.01% 944
2017
Q3 		$693K Sell
26,955
-925
-3% -$23.8K 0.01% 901
2017
Q2 		$714K Sell
27,880
-200
-0.7% -$5.13K 0.01% 869
2017
Q1 		$718K Sell
28,080
-1,975
-7% -$50.3K 0.01% 867
2016
Q4 		$759K Buy
30,055
+2,300
+8% +$58.6K 0.01% 834
2016
Q3 		$716K Sell
27,755
-1,775
-6% -$46.1K 0.01% 840
2016
Q2 		$767K Sell
29,530
-945
-3% -$24.4K 0.01% 816
2016
Q1 		$785K Buy
30,475
+4,950
+19% +$128K 0.01% 789
2015
Q4 		$652K Buy
25,525
+7,750
+44% +$198K 0.01% 830
2015
Q3 		$454K Buy
17,775
+6,900
+63% +$175K ﹤0.01% 933
2015
Q2 		$275K Buy
+10,875
New +$274K ﹤0.01% 1143

Other funds holding IBMI

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group's IBMI Position: Q2 2020 in Review

Baird Financial Group sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q2 2020, closing a stake of 14,680 shares — an estimated $372K sold.

Baird Financial Group first reported a position in IBMI in Q2 2015 and held it in 20 quarters. The position peaked at $785K in Q1 2016. 119 funds tracked by Wall St. Rank hold IBMI as of Q2 2020.

  • Baird Financial Group reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Baird Financial Group sold 14,680 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q2 2020, an estimated $372K.
  • Baird Financial Group first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2015 and held it in 20 quarters.
  • Baird Financial Group's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $785K in Q1 2016.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q2 2020.

Based on Baird Financial Group's 13F filing for Q2 2020, filed 14 Aug 2020.