LTFS
IBCE

Ladenburg Thalmann Financial Services’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio IBCE Stock Details IBCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-468
Closed -$11K – 4213
2014
Q2 		$11K Buy
+468
New +$11.2K ﹤0.01% 3059

Other funds holding IBCE

NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IBCE Position: Q3 2014 in Review

Ladenburg Thalmann Financial Services sold out of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) in Q3 2014, closing a stake of 468 shares — an estimated $11K sold.

Ladenburg Thalmann Financial Services first reported a position in IBCE in Q2 2014 and held it in 1 quarter. The position peaked at $11K in Q2 2014. 11 funds tracked by Wall St. Rank hold IBCE as of Q3 2014.

  • Ladenburg Thalmann Financial Services reported no remaining iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position as of Q3 2014 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 468 iShares iBonds Mar 2023 Term Corporate ex-Financials ETF shares in Q3 2014, an estimated $11K.
  • Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in Q2 2014 and held it in 1 quarter.
  • Ladenburg Thalmann Financial Services's iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position peaked at $11K in Q2 2014.
  • 11 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF as of Q3 2014.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.