LTFS
IBDL

Ladenburg Thalmann Financial Services’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.46M Buy
57,856
+1,014
+2% +$25.7K 0.01% 1040
2019
Q3 		$1.44M Buy
56,842
+3,825
+7% +$96.9K 0.01% 1007
2019
Q2 		$1.34M Sell
53,017
-1,257
-2% -$31.7K 0.01% 1025
2019
Q1 		$1.37M Buy
54,274
+27,093
+100% +$681K 0.01% 979
2018
Q4 		$680K Buy
27,181
+5,268
+24% +$132K 0.01% 1312
2018
Q3 		$549K Buy
21,913
+4,678
+27% +$117K ﹤0.01% 1530
2018
Q2 		$431K Hold
17,235
– – ﹤0.01% 1662
2018
Q1 		$431K Sell
17,235
-10,142
-37% -$255K ﹤0.01% 1662
2017
Q4 		$693K Buy
27,377
+1,470
+6% +$37.4K 0.01% 1307
2017
Q3 		$662K Buy
25,907
+4,923
+23% +$126K 0.01% 1263
2017
Q2 		$535K Sell
20,984
-2,372
-10% -$60.4K 0.01% 1344
2017
Q1 		$594K Buy
23,356
+10,837
+87% +$275K 0.01% 1213
2016
Q4 		$320K Buy
12,519
+2,000
+19% +$50.9K ﹤0.01% 1505
2016
Q3 		$270K Buy
10,519
+8,337
+382% +$215K ﹤0.01% 1554
2016
Q2 		$57K Hold
2,182
– – ﹤0.01% 2580
2016
Q1 		$56K Buy
2,182
+2,078
+1,998% +$52.3K ﹤0.01% 2515
2015
Q4 		$3K Hold
104
– – ﹤0.01% 4277
2015
Q3 		$3K Hold
104
– – ﹤0.01% 4178
2015
Q2 		$3K Buy
+104
New +$2.66K ﹤0.01% 4272

Other funds holding IBDL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares iBonds Dec 2020 Term Corporate ETF (IBDL) stake by 1.8% in Q4 2019, buying an estimated $25.7K and bringing the position to 57,856 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #1040.

Ladenburg Thalmann Financial Services first reported a position in IBDL in Q2 2015 and has held it in 19 quarters since. 166 funds tracked by Wall St. Rank hold IBDL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 57,856 shares of iShares iBonds Dec 2020 Term Corporate ETF worth $1.46M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,014 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2019, an estimated $25.7K.
  • iShares iBonds Dec 2020 Term Corporate ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1040 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2015 and has held it in 19 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2019.

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