B
IBMG

Baird’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Baird’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$341K Buy
13,400
+4,700
+54% +$120K ﹤0.01% 1075
2014
Q4 		$223K Buy
8,700
+700
+9% +$17.9K ﹤0.01% 1177
2014
Q3 		$205K Buy
+8,000
New +$205K ﹤0.01% 1046

Other funds holding IBMG

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Baird's IBMG Position: Q1 2015 in Review

Baird increased its iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) stake by 54% in Q1 2015, buying an estimated $120K and bringing the position to 13,400 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Baird first reported a position in IBMG in Q3 2014 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold IBMG as of Q1 2015.

  • Baird held 13,400 shares of iShares iBonds Sep 2018 Term Muni Bond ETF worth $341K as of Q1 2015.
  • Baird bought 4,700 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q1 2015, an estimated $120K.
  • iShares iBonds Sep 2018 Term Muni Bond ETF made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1075 holding.
  • Baird first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q3 2014 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q1 2015.

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