Ladenburg Thalmann Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$54.7M	Buy	628,804 +41,113	+7%	+$3.6M	0.34%	59
2019 Q3	$51.7M	Buy	587,691 +18,656	+3%	+$1.63M	0.36%	55
2019 Q2	$49.2M	Sell	569,035 -18,325	-3%	-$1.55M	0.36%	57
2019 Q1	$49.3M	Buy	587,360 +35,350	+6%	+$2.91M	0.38%	48
2018 Q4	$44.9M	Buy	552,010 +32,262	+6%	+$2.58M	0.4%	47
2018 Q3	$41.8M	Buy	519,748 +42,057	+9%	+$3.4M	0.35%	57
2018 Q2	$39M	Hold	477,691	–	–	0.36%	56
2018 Q1	$39M	Buy	477,691 +113,956	+31%	+$9.35M	0.36%	56
2017 Q4	$30.5M	Buy	363,735 +83,561	+30%	+$7.04M	0.29%	78
2017 Q3	$23.7M	Buy	280,174 +48,341	+21%	+$4.1M	0.26%	90
2017 Q2	$19.6M	Buy	231,833 +46,405	+25%	+$3.92M	0.23%	103
2017 Q1	$15.5M	Buy	185,428 +31,545	+20%	+$2.63M	0.2%	117
2016 Q4	$12.8M	Sell	153,883 -2,405	-2%	-$204K	0.18%	125
2016 Q3	$13.7M	Buy	156,288 +14,604	+10%	+$1.28M	0.21%	113
2016 Q2	$12.5M	Buy	141,684 +24,282	+21%	+$2.1M	0.2%	112
2016 Q1	$10.1M	Sell	117,402 -78,878	-40%	-$6.68M	0.18%	129
2015 Q4	$16.3M	Buy	196,280 +30,695	+19%	+$2.58M	0.3%	77
2015 Q3	$14M	Buy	165,585 +33,330	+25%	+$2.8M	0.29%	83
2015 Q2	$11.1M	Buy	132,255 +34,148	+35%	+$2.9M	0.21%	114
2015 Q1	$8.46M	Buy	98,107 +47,536	+94%	+$4.08M	0.16%	140
2014 Q4	$4.28M	Buy	50,571 +23,522	+87%	+$2M	0.09%	200
2014 Q3	$2.28M	Buy	27,049 +3,524	+15%	+$298K	0.06%	254
2014 Q2	$1.99M	Buy	23,525 +13,475	+134%	+$1.13M	0.05%	300
2014 Q1	$837K	Sell	10,050 -1,003	-9%	-$83.4K	0.02%	527
2013 Q4	$903K	Sell	11,053 -2,467	-18%	-$206K	0.03%	479
2013 Q3	$1.06M	Sell	13,520 -2,906	-18%	-$241K	0.04%	390
2013 Q2	$1.37M	Buy	+16,426	New	+$1.43M	0.05%	306

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BIV Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7% in Q4 2019, buying an estimated $3.6M and bringing the position to 628,804 shares worth $54.7M. The position accounts for 0.34% of the portfolio, ranked #59.

Ladenburg Thalmann Financial Services first reported a position in BIV in Q2 2013 and has held it in 27 quarters since. 477 funds tracked by Wall St. Rank hold BIV as of Q4 2019.

Ladenburg Thalmann Financial Services held 628,804 shares of Vanguard Intermediate-Term Bond ETF worth $54.7M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 41,113 Vanguard Intermediate-Term Bond ETF shares in Q4 2019, an estimated $3.6M.
Vanguard Intermediate-Term Bond ETF made up 0.34% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #59 holding.
Ladenburg Thalmann Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 27 quarters since.
477 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.