Ladenburg Thalmann Financial Services’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$911K	Buy	35,106 +1,430	+4%	+$37K	0.01%	1346
2019 Q3	$871K	Hold	33,676	–	–	0.01%	1344
2019 Q2	$861K	Buy	33,676 +1,340	+4%	+$33.5K	0.01%	1331
2019 Q1	$805K	Buy	32,336 +28,304	+702%	+$688K	0.01%	1323
2018 Q4	$95K	Buy	4,032 +960	+31%	+$22.7K	﹤0.01%	2787
2018 Q3	$74K	Buy	3,072 +344	+13%	+$8.25K	﹤0.01%	3048
2018 Q2	$66K	Hold	2,728	–	–	﹤0.01%	3062
2018 Q1	$66K	Sell	2,728 -2,213	-45%	-$54.1K	﹤0.01%	3062
2017 Q4	$124K	Buy	4,941 +2,980	+152%	+$74.7K	﹤0.01%	2561
2017 Q3	$50K	Hold	1,961	–	–	﹤0.01%	3084
2017 Q2	$48K	Hold	1,961	–	–	﹤0.01%	3051
2017 Q1	$48K	Hold	1,961	–	–	﹤0.01%	2944
2016 Q4	$47K	Hold	1,961	–	–	﹤0.01%	2892
2016 Q3	$51K	Buy	1,961 +300	+18%	+$7.69K	﹤0.01%	2766
2016 Q2	$43K	Hold	1,661	–	–	﹤0.01%	2793
2016 Q1	$41K	Buy	+1,661	New	+$40.2K	﹤0.01%	2738

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 4.2% in Q4 2019, buying an estimated $37K and bringing the position to 35,106 shares worth $911K. The position accounts for 0.01% of the portfolio, ranked #1346.

Ladenburg Thalmann Financial Services first reported a position in IBDQ in Q1 2016 and has held it in 16 quarters since. 107 funds tracked by Wall St. Rank hold IBDQ as of Q4 2019.

Ladenburg Thalmann Financial Services held 35,106 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $911K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,430 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2019, an estimated $37K.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1346 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2016 and has held it in 16 quarters since.
107 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2019.

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