LTFS
IBDJ

Ladenburg Thalmann Financial Services’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio IBDJ Stock Details IBDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,548
Closed -$113K – 5305
2017
Q3 		$113K Sell
4,548
-9,605
-68% -$238K ﹤0.01% 2520
2017
Q2 		$352K Sell
14,153
-730
-5% -$18.1K ﹤0.01% 1633
2017
Q1 		$370K Buy
14,883
+9,223
+163% +$229K ﹤0.01% 1492
2016
Q4 		$141K Hold
5,660
– – ﹤0.01% 2065
2016
Q3 		$141K Buy
5,660
+5,177
+1,072% +$129K ﹤0.01% 2001
2016
Q2 		$12K Hold
483
– – ﹤0.01% 3699
2016
Q1 		$12K Buy
+483
New +$12K ﹤0.01% 3625

Ladenburg Thalmann Financial Services's IBDJ Position: Q4 2017 in Review

Ladenburg Thalmann Financial Services sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q4 2017, closing a stake of 4,548 shares — an estimated $113K sold.

Ladenburg Thalmann Financial Services first reported a position in IBDJ in Q1 2016 and held it in 7 quarters. The position peaked at $370K in Q1 2017. 0 funds tracked by Wall St. Rank hold IBDJ as of Q4 2017.

  • Ladenburg Thalmann Financial Services reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 4,548 iShares iBonds Dec 2017 Term Corporate ETF shares in Q4 2017, an estimated $113K.
  • Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q1 2016 and held it in 7 quarters.
  • Ladenburg Thalmann Financial Services's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $370K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q4 2017.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2017, filed 14 Feb 2018.