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Ladenburg Thalmann Financial Services’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$61K Buy
+2,400
New +$61K ﹤0.01% 3378

Other funds holding IBDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWMG
Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2019: 2,400 shares worth $61K. The stake represents ﹤0.01% of the portfolio and ranks #3378 among its holdings.

14 funds tracked by Wall St. Rank hold IBDU as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,400 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $61K as of Q4 2019.
  • iShares iBonds Dec 2029 Term Corporate ETF was a new Ladenburg Thalmann Financial Services position in Q4 2019.
  • iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3378 holding.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2019.

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