Baird Financial Group
IBMM

Baird Financial Group’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Baird Financial Group’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,000
Closed -$261K – 1839
2024
Q3 		$261K Sell
10,000
-792
-7% -$20.6K ﹤0.01% 1586
2024
Q2 		$281K Sell
10,792
-966
-8% -$25.1K ﹤0.01% 1576
2024
Q1 		$305K Sell
11,758
-4,284
-27% -$111K ﹤0.01% 1544
2023
Q4 		$416K Sell
16,042
-16,638
-51% -$429K ﹤0.01% 1416
2023
Q3 		$840K Buy
32,680
+554
+2% +$14.3K ﹤0.01% 1164
2023
Q2 		$828K Sell
32,126
-2,082
-6% -$53.6K ﹤0.01% 1176
2023
Q1 		$885K Buy
34,208
+4,367
+15% +$113K ﹤0.01% 1127
2022
Q4 		$768K Sell
29,841
-1,000
-3% -$25.7K ﹤0.01% 1146
2022
Q3 		$787K Hold
30,841
– – ﹤0.01% 1122
2022
Q2 		$802K Buy
+30,841
New +$797K ﹤0.01% 1171

Other funds holding IBMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Baird Financial Group's IBMM Position: Q4 2024 in Review

Baird Financial Group sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 10,000 shares — an estimated $261K sold.

Baird Financial Group first reported a position in IBMM in Q2 2022 and held it in 10 quarters. The position peaked at $885K in Q1 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Baird Financial Group reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Baird Financial Group sold 10,000 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $261K.
  • Baird Financial Group first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and held it in 10 quarters.
  • Baird Financial Group's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $885K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Baird Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.