Ladenburg Thalmann Financial Services’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.1M	Buy	42,777 +4,679	+12%	+$120K	0.01%	1223
2019 Q3	$979K	Buy	38,098 +244	+0.6%	+$6.24K	0.01%	1260
2019 Q2	$965K	Buy	37,854 +6,125	+19%	+$153K	0.01%	1261
2019 Q1	$790K	Buy	31,729 +27,814	+710%	+$678K	0.01%	1339
2018 Q4	$93K	Buy	3,915 +1,152	+42%	+$27.5K	﹤0.01%	2804
2018 Q3	$67K	Buy	2,763 +341	+14%	+$8.22K	﹤0.01%	3128
2018 Q2	$60K	Hold	2,422	–	–	﹤0.01%	3135
2018 Q1	$60K	Sell	2,422 -2,214	-48%	-$54.4K	﹤0.01%	3135
2017 Q4	$116K	Buy	4,636 +2,575	+125%	+$64.6K	﹤0.01%	2624
2017 Q3	$52K	Hold	2,061	–	–	﹤0.01%	3060
2017 Q2	$52K	Buy	2,061 +400	+24%	+$9.99K	﹤0.01%	3000
2017 Q1	$41K	Hold	1,661	–	–	﹤0.01%	3067
2016 Q4	$41K	Hold	1,661	–	–	﹤0.01%	2991
2016 Q3	$43K	Hold	1,661	–	–	﹤0.01%	2897
2016 Q2	$42K	Hold	1,661	–	–	﹤0.01%	2815
2016 Q1	$41K	Buy	+1,661	New	+$40.1K	﹤0.01%	2744

Other funds holding IBDP

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

CAI

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 12% in Q4 2019, buying an estimated $120K and bringing the position to 42,777 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1223.

Ladenburg Thalmann Financial Services first reported a position in IBDP in Q1 2016 and has held it in 16 quarters since. 118 funds tracked by Wall St. Rank hold IBDP as of Q4 2019.

Ladenburg Thalmann Financial Services held 42,777 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $1.1M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 4,679 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2019, an estimated $120K.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1223 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2016 and has held it in 16 quarters since.
118 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2019.

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