Baird Financial Group
IBMJ

Baird Financial Group’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Baird Financial Group’s Portfolio IBMJ Stock Details IBMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-9,272
Closed -$238K – 1809
2021
Q1 		$238K Buy
9,272
+173
+2% +$4.45K ﹤0.01% 1589
2020
Q4 		$235K Buy
9,099
+885
+11% +$22.8K ﹤0.01% 1459
2020
Q3 		$213K Sell
8,214
-549
-6% -$14.2K ﹤0.01% 1396
2020
Q2 		$227K Sell
8,763
-3,917
-31% -$101K ﹤0.01% 1384
2020
Q1 		$323K Sell
12,680
-966
-7% -$24.9K ﹤0.01% 1196
2019
Q4 		$352K Buy
13,646
+3,500
+34% +$90.3K ﹤0.01% 1274
2019
Q3 		$262K Buy
10,146
+678
+7% +$17.5K ﹤0.01% 1360
2019
Q2 		$244K Buy
9,468
+20
+0.2% +$513 ﹤0.01% 1403
2019
Q1 		$242K Hold
9,448
– – ﹤0.01% 1201
2018
Q4 		$240K Buy
9,448
+18
+0.2% +$455 ﹤0.01% 1170
2018
Q3 		$238K Sell
9,430
-713
-7% -$18.1K ﹤0.01% 1240
2018
Q2 		$258K Buy
10,143
+1,985
+24% +$50.3K ﹤0.01% 1178
2018
Q1 		$207K Buy
+8,158
New +$208K ﹤0.01% 1204
2017
Q4 		– Sell
-8,275
Closed -$214K – 1318
2017
Q3 		$214K Buy
+8,275
New +$215K ﹤0.01% 1172
2016
Q3 		– Sell
-8,400
Closed -$220K – 1255
2016
Q2 		$220K Hold
8,400
– – ﹤0.01% 1122
2016
Q1 		$217K Buy
+8,400
New +$217K ﹤0.01% 1134

Other funds holding IBMJ

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
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
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Baird Financial Group's IBMJ Position: Q2 2021 in Review

Baird Financial Group sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2021, closing a stake of 9,272 shares — an estimated $238K sold.

Baird Financial Group first reported a position in IBMJ in Q1 2016 and held it in 16 quarters. The position peaked at $352K in Q4 2019. 128 funds tracked by Wall St. Rank hold IBMJ as of Q2 2021.

  • Baird Financial Group reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Baird Financial Group sold 9,272 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2021, an estimated $238K.
  • Baird Financial Group first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2016 and held it in 16 quarters.
  • Baird Financial Group's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $352K in Q4 2019.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2021.

Based on Baird Financial Group's 13F filing for Q2 2021, filed 11 Aug 2021.