Ladenburg Thalmann Financial Services’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$73K	Buy	2,600 +200	+8%	+$5.54K	﹤0.01%	3260
2019 Q3	$67K	Hold	2,400	–	–	﹤0.01%	3224
2019 Q2	$65K	Buy	+2,400	New	+$63.2K	﹤0.01%	3273

Other funds holding IBDT

MFWM

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

CIM

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

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

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

RJA

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

PPWM

PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 8.3% in Q4 2019, buying an estimated $5.54K and bringing the position to 2,600 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #3260.

Ladenburg Thalmann Financial Services first reported a position in IBDT in Q2 2019 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold IBDT as of Q4 2019.

Ladenburg Thalmann Financial Services held 2,600 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $73K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 200 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2019, an estimated $5.54K.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3260 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2019 and has held it in 3 quarters since.
42 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2019.

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