Ladenburg Thalmann Financial Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$833K	Buy	32,614 +24,637	+309%	+$627K	0.01%	1413
2019 Q3	$203K	Buy	7,977 +1,190	+18%	+$30.1K	﹤0.01%	2451
2019 Q2	$170K	Buy	6,787 +3,645	+116%	+$89K	﹤0.01%	2581
2019 Q1	$76K	Buy	3,142 +1,090	+53%	+$25.8K	﹤0.01%	3093
2018 Q4	$47K	Hold	2,052	–	–	﹤0.01%	3294
2018 Q3	$48K	Buy	2,052 +593	+41%	+$13.9K	﹤0.01%	3337
2018 Q2	$35K	Hold	1,459	–	–	﹤0.01%	3500
2018 Q1	$35K	Buy	1,459 +784	+116%	+$18.7K	﹤0.01%	3500
2017 Q4	$17K	Buy	+675	New	+$16.6K	﹤0.01%	3887

Other funds holding IBDR

CAI

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

MFWM

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

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

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

Ladenburg Thalmann Financial Services increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 309% in Q4 2019, buying an estimated $627K and bringing the position to 32,614 shares worth $833K. The position accounts for 0.01% of the portfolio, ranked #1413.

Ladenburg Thalmann Financial Services first reported a position in IBDR in Q4 2017 and has held it in 9 quarters since. 79 funds tracked by Wall St. Rank hold IBDR as of Q4 2019.

Ladenburg Thalmann Financial Services held 32,614 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $833K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 24,637 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2019, an estimated $627K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1413 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2017 and has held it in 9 quarters since.
79 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2019.

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