Ladenburg Thalmann Financial Services’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.15M	Buy	45,007 +3,077	+7%	+$78.6K	0.01%	1188
2019 Q3	$1.07M	Buy	41,930 +1,166	+3%	+$29.7K	0.01%	1200
2019 Q2	$1.04M	Buy	40,764 +6,607	+19%	+$166K	0.01%	1209
2019 Q1	$854K	Buy	34,157 +27,512	+414%	+$676K	0.01%	1293
2018 Q4	$161K	Buy	6,645 +259	+4%	+$6.24K	﹤0.01%	2394
2018 Q3	$155K	Buy	6,386 +304	+5%	+$7.39K	﹤0.01%	2513
2018 Q2	$149K	Hold	6,082	–	–	﹤0.01%	2464
2018 Q1	$149K	Buy	6,082 +830	+16%	+$20.5K	﹤0.01%	2464
2017 Q4	$132K	Buy	5,252 +2,064	+65%	+$51.9K	﹤0.01%	2520
2017 Q3	$81K	Buy	3,188 +447	+16%	+$11.3K	﹤0.01%	2743
2017 Q2	$69K	Hold	2,741	–	–	﹤0.01%	2784
2017 Q1	$68K	Buy	2,741 +600	+28%	+$14.9K	﹤0.01%	2674
2016 Q4	$53K	Hold	2,141	–	–	﹤0.01%	2807
2016 Q3	$55K	Hold	2,141	–	–	﹤0.01%	2715
2016 Q2	$55K	Hold	2,141	–	–	﹤0.01%	2603
2016 Q1	$54K	Buy	+2,141	New	+$52.2K	﹤0.01%	2546

Other funds holding IBDO

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

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) stake by 7.3% in Q4 2019, buying an estimated $78.6K and bringing the position to 45,007 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1188.

Ladenburg Thalmann Financial Services first reported a position in IBDO in Q1 2016 and has held it in 16 quarters since. 151 funds tracked by Wall St. Rank hold IBDO as of Q4 2019.

Ladenburg Thalmann Financial Services held 45,007 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $1.15M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 3,077 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2019, an estimated $78.6K.
iShares iBonds Dec 2023 Term Corporate ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1188 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2016 and has held it in 16 quarters since.
151 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2019.

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