Baird Financial Group’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Baird Financial Group’s Portfolio IBML Stock Details IBML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-29,816	Closed	-$761K	–	1821
2023 Q3	$761K	Buy	29,816 +562	+2%	+$14.3K	﹤0.01%	1192
2023 Q2	$746K	Sell	29,254 -2,101	-7%	-$53.4K	﹤0.01%	1210
2023 Q1	$797K	Buy	31,355 +4,356	+16%	+$111K	﹤0.01%	1166
2022 Q4	$684K	Sell	26,999 -11,181	-29%	-$283K	﹤0.01%	1175
2022 Q3	$964K	Hold	38,180	–	–	﹤0.01%	1062
2022 Q2	$974K	Buy	+38,180	New	+$970K	﹤0.01%	1093

Other funds holding IBML

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Baird Financial Group's IBML Position: Q4 2023 in Review

Baird Financial Group sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 29,816 shares — an estimated $761K sold.

Baird Financial Group first reported a position in IBML in Q2 2022 and held it in 6 quarters. The position peaked at $974K in Q2 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Baird Financial Group reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Baird Financial Group sold 29,816 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $761K.
Baird Financial Group first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2022 and held it in 6 quarters.
Baird Financial Group's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $974K in Q2 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Baird Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.