Ladenburg Thalmann Financial Services’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.87M	Buy	74,929 +4,514	+6%	+$113K	0.01%	914
2019 Q3	$1.76M	Buy	70,415 +4,589	+7%	+$114K	0.01%	880
2019 Q2	$1.64M	Buy	65,826 +6,164	+10%	+$153K	0.01%	904
2019 Q1	$1.47M	Buy	59,662 +35,748	+149%	+$877K	0.01%	934
2018 Q4	$583K	Buy	23,914 +2,490	+12%	+$60.4K	0.01%	1423
2018 Q3	$522K	Buy	21,424 +9,336	+77%	+$227K	﹤0.01%	1572
2018 Q2	$296K	Hold	12,088	–	–	﹤0.01%	1938
2018 Q1	$296K	Sell	12,088 -12,413	-51%	-$305K	﹤0.01%	1938
2017 Q4	$608K	Buy	24,501 +702	+3%	+$17.5K	0.01%	1404
2017 Q3	$596K	Buy	23,799 +596	+3%	+$14.9K	0.01%	1339
2017 Q2	$580K	Buy	23,203 +2,576	+12%	+$64.3K	0.01%	1294
2017 Q1	$512K	Buy	20,627 +9,916	+93%	+$245K	0.01%	1307
2016 Q4	$270K	Hold	10,711	–	–	﹤0.01%	1623
2016 Q3	$271K	Buy	10,711 +8,578	+402%	+$217K	﹤0.01%	1550
2016 Q2	$54K	Hold	2,133	–	–	﹤0.01%	2627
2016 Q1	$53K	Buy	+2,133	New	+$52.3K	﹤0.01%	2561

Other funds holding IBDM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

Argent Wealth Management Waltham, Massachusetts $602M AUM

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) stake by 6.4% in Q4 2019, buying an estimated $113K and bringing the position to 74,929 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #914.

Ladenburg Thalmann Financial Services first reported a position in IBDM in Q1 2016 and has held it in 16 quarters since. 181 funds tracked by Wall St. Rank hold IBDM as of Q4 2019.

Ladenburg Thalmann Financial Services held 74,929 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $1.87M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 4,514 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2019, an estimated $113K.
iShares iBonds Dec 2021 Term Corporate ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #914 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2016 and has held it in 16 quarters since.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2019.

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