Ladenburg Thalmann Financial Services’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,665	Closed	-$44K	–	5474
2019 Q1	$44K	Hold	1,665	–	–	﹤0.01%	3500
2018 Q4	$43K	Hold	1,665	–	–	﹤0.01%	3375
2018 Q3	$43K	Hold	1,665	–	–	﹤0.01%	3417
2018 Q2	$43K	Hold	1,665	–	–	﹤0.01%	3366
2018 Q1	$43K	Sell	1,665 -3,745	-69%	-$97.5K	﹤0.01%	3366
2017 Q4	$143K	Buy	5,410 +3,745	+225%	+$99.5K	﹤0.01%	2476
2017 Q3	$45K	Hold	1,665	–	–	﹤0.01%	3161
2017 Q2	$44K	Hold	1,665	–	–	﹤0.01%	3124
2017 Q1	$44K	Hold	1,665	–	–	﹤0.01%	3016
2016 Q4	$44K	Hold	1,665	–	–	﹤0.01%	2946
2016 Q3	$45K	Buy	+1,665	New	+$45.4K	﹤0.01%	2862

Other funds holding IBDD

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Ferris Capital Marlborough, Massachusetts $437M AUM 8.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

COI

Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IBDD Position: Q2 2019 in Review

Ladenburg Thalmann Financial Services sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q2 2019, closing a stake of 1,665 shares — an estimated $44K sold.

Ladenburg Thalmann Financial Services first reported a position in IBDD in Q3 2016 and held it in 11 quarters. The position peaked at $143K in Q4 2017. 25 funds tracked by Wall St. Rank hold IBDD as of Q2 2019.

Ladenburg Thalmann Financial Services reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q2 2019 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 1,665 iShares iBonds Mar 2023 Term Corporate ETF shares in Q2 2019, an estimated $44K.
Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q3 2016 and held it in 11 quarters.
Ladenburg Thalmann Financial Services's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $143K in Q4 2017.
25 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q2 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q2 2019, filed 15 Aug 2019.