B
IBME

Baird’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History

Baird’s Portfolio IBME Stock Details IBME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-10,344
Closed -$276K – 1373
2014
Q4 		$276K Buy
10,344
+302
+3% +$8.06K ﹤0.01% 1122
2014
Q3 		$268K Buy
10,042
+2,000
+25% +$53.5K ﹤0.01% 1000
2014
Q2 		$215K Sell
8,042
-2,000
-20% -$53.6K ﹤0.01% 1076
2014
Q1 		$269K Hold
10,042
– – ﹤0.01% 1007
2013
Q4 		$269K Buy
10,042
+304
+3% +$8.14K ﹤0.01% 1003
2013
Q3 		$260K Buy
9,738
+2,138
+28% +$57K ﹤0.01% 956
2013
Q2 		$208K Buy
+7,600
New +$204K ﹤0.01% 991

Other funds holding IBME

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Baird's IBME Position: Q1 2015 in Review

Baird sold out of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) in Q1 2015, closing a stake of 10,344 shares — an estimated $276K sold.

Baird first reported a position in IBME in Q2 2013 and held it in 7 quarters. The position peaked at $276K in Q4 2014. 49 funds tracked by Wall St. Rank hold IBME as of Q1 2015.

  • Baird reported no remaining ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position as of Q1 2015 after selling out during the quarter.
  • Baird sold 10,344 ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF shares in Q1 2015, an estimated $276K.
  • Baird first reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in Q2 2013 and held it in 7 quarters.
  • Baird's ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position peaked at $276K in Q4 2014.
  • 49 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.