LTFS
IBDK

Ladenburg Thalmann Financial Services’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-50,001
Closed -$1.24M – 5734
2019
Q3 		$1.24M Buy
50,001
+948
+2% +$23.6K 0.01% 1085
2019
Q2 		$1.22M Sell
49,053
-440
-0.9% -$10.9K 0.01% 1087
2019
Q1 		$1.23M Buy
49,493
+24,708
+100% +$613K 0.01% 1047
2018
Q4 		$615K Buy
24,785
+2,564
+12% +$63.5K 0.01% 1382
2018
Q3 		$551K Buy
22,221
+6,836
+44% +$169K ﹤0.01% 1526
2018
Q2 		$381K Hold
15,385
– – ﹤0.01% 1764
2018
Q1 		$381K Sell
15,385
-9,576
-38% -$237K ﹤0.01% 1764
2017
Q4 		$621K Buy
24,961
+952
+4% +$23.7K 0.01% 1385
2017
Q3 		$602K Buy
24,009
+15,291
+175% +$382K 0.01% 1330
2017
Q2 		$218K Buy
8,718
+1,455
+20% +$36.3K ﹤0.01% 1956
2017
Q1 		$182K Buy
7,263
+1,487
+26% +$37.1K ﹤0.01% 1984
2016
Q4 		$144K Hold
5,776
– – ﹤0.01% 2047
2016
Q3 		$145K Buy
5,776
+3,669
+174% +$92.5K ﹤0.01% 1980
2016
Q2 		$53K Hold
2,107
– – ﹤0.01% 2639
2016
Q1 		$53K Buy
+2,107
New +$52.2K ﹤0.01% 2562

Other funds holding IBDK

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 50,001 shares — an estimated $1.24M sold.

Ladenburg Thalmann Financial Services first reported a position in IBDK in Q1 2016 and held it in 15 quarters. The position peaked at $1.24M in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Ladenburg Thalmann Financial Services reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 50,001 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $1.24M.
  • Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2016 and held it in 15 quarters.
  • Ladenburg Thalmann Financial Services's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $1.24M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

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