Ladenburg Thalmann Financial Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$165K	Buy	6,384 +1,200	+23%	+$31.1K	﹤0.01%	2655
2019 Q3	$134K	Hold	5,184	–	–	﹤0.01%	2746
2019 Q2	$131K	Buy	5,184 +2,400	+86%	+$59.4K	﹤0.01%	2780
2019 Q1	$69K	Buy	2,784 +1,000	+56%	+$23.9K	﹤0.01%	3168
2018 Q4	$42K	Hold	1,784	–	–	﹤0.01%	3383
2018 Q3	$42K	Buy	1,784 +348	+24%	+$8.23K	﹤0.01%	3431
2018 Q2	$35K	Hold	1,436	–	–	﹤0.01%	3501
2018 Q1	$35K	Buy	1,436 +771	+116%	+$18.7K	﹤0.01%	3501
2017 Q4	$17K	Buy	+665	New	+$16.6K	﹤0.01%	3888

Other funds holding IBDS

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 23% in Q4 2019, buying an estimated $31.1K and bringing the position to 6,384 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

Ladenburg Thalmann Financial Services first reported a position in IBDS in Q4 2017 and has held it in 9 quarters since. 62 funds tracked by Wall St. Rank hold IBDS as of Q4 2019.

Ladenburg Thalmann Financial Services held 6,384 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $165K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,200 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2019, an estimated $31.1K.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2655 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2017 and has held it in 9 quarters since.
62 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2019.

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