B
IBMH

Baird’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Baird’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$291K Buy
+11,400
New +$291K ﹤0.01% 1119

Other funds holding IBMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Baird's IBMH Position: Q1 2015 in Review

Baird opened a new position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q1 2015: 11,400 shares worth $291K. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings.

28 funds tracked by Wall St. Rank hold IBMH as of Q1 2015.

  • Baird held 11,400 shares of iShares iBonds Sep 2019 Term Muni Bond ETF worth $291K as of Q1 2015.
  • iShares iBonds Sep 2019 Term Muni Bond ETF was a new Baird position in Q1 2015.
  • iShares iBonds Sep 2019 Term Muni Bond ETF made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1119 holding.
  • 28 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q1 2015.

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