LTFS
IBDN

Ladenburg Thalmann Financial Services’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.23M Buy
48,685
+2,741
+6% +$69.3K 0.01% 1141
2019
Q3 		$1.16M Buy
45,944
+4,989
+12% +$126K 0.01% 1148
2019
Q2 		$1.04M Buy
40,955
+3,706
+10% +$92.4K 0.01% 1204
2019
Q1 		$927K Buy
37,249
+28,231
+313% +$694K 0.01% 1237
2018
Q4 		$218K Buy
9,018
+259
+3% +$6.26K ﹤0.01% 2180
2018
Q3 		$213K Sell
8,759
-50
-0.6% -$1.22K ﹤0.01% 2267
2018
Q2 		$216K Hold
8,809
– – ﹤0.01% 2177
2018
Q1 		$216K Sell
8,809
-2,466
-22% -$60.7K ﹤0.01% 2177
2017
Q4 		$282K Buy
11,275
+1,509
+15% +$37.8K ﹤0.01% 1945
2017
Q3 		$247K Buy
9,766
+616
+7% +$15.5K ﹤0.01% 1950
2017
Q2 		$230K Buy
9,150
+2,034
+29% +$51.1K ﹤0.01% 1916
2017
Q1 		$177K Buy
7,116
+3,940
+124% +$97.7K ﹤0.01% 2002
2016
Q4 		$79K Hold
3,176
– – ﹤0.01% 2503
2016
Q3 		$81K Buy
3,176
+704
+28% +$18K ﹤0.01% 2417
2016
Q2 		$63K Buy
2,472
+334
+16% +$8.4K ﹤0.01% 2510
2016
Q1 		$54K Buy
+2,138
New +$52.3K ﹤0.01% 2548

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares iBonds Dec 2022 Term Corporate ETF (IBDN) stake by 6% in Q4 2019, buying an estimated $69.3K and bringing the position to 48,685 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1141.

Ladenburg Thalmann Financial Services first reported a position in IBDN in Q1 2016 and has held it in 16 quarters since. 165 funds tracked by Wall St. Rank hold IBDN as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 48,685 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $1.23M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 2,741 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2019, an estimated $69.3K.
  • iShares iBonds Dec 2022 Term Corporate ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1141 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2016 and has held it in 16 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2019.

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