LTFS
IBMG

Ladenburg Thalmann Financial Services’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-9,334
Closed -$237K – 5606
2018
Q2 		$237K Hold
9,334
– – ﹤0.01% 2107
2018
Q1 		$237K Sell
9,334
-364
-4% -$9.24K ﹤0.01% 2107
2017
Q4 		$247K Sell
9,698
-6,883
-42% -$175K ﹤0.01% 2060
2017
Q3 		$423K Buy
16,581
+2,507
+18% +$63.9K ﹤0.01% 1578
2017
Q2 		$359K Buy
14,074
+6,770
+93% +$172K ﹤0.01% 1613
2017
Q1 		$186K Buy
7,304
+3,916
+116% +$99.8K ﹤0.01% 1975
2016
Q4 		$87K Hold
3,388
– – ﹤0.01% 2435
2016
Q3 		$87K Buy
3,388
+1,476
+77% +$37.8K ﹤0.01% 2361
2016
Q2 		$49K Buy
1,912
+400
+26% +$10.2K ﹤0.01% 2705
2016
Q1 		$39K Hold
1,512
– – ﹤0.01% 2780
2015
Q4 		$39K Buy
1,512
+1,080
+250% +$27.6K ﹤0.01% 2762
2015
Q3 		$11K Hold
432
– – ﹤0.01% 3509
2015
Q2 		$11K Hold
432
– – ﹤0.01% 3666
2015
Q1 		$11K Hold
432
– – ﹤0.01% 3623
2014
Q4 		$11K Buy
+432
New +$11K ﹤0.01% 3401

Other funds holding IBMG

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

Ladenburg Thalmann Financial Services's IBMG Position: Q3 2018 in Review

Ladenburg Thalmann Financial Services sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 9,334 shares — an estimated $237K sold.

Ladenburg Thalmann Financial Services first reported a position in IBMG in Q4 2014 and held it in 15 quarters. The position peaked at $423K in Q3 2017. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

  • Ladenburg Thalmann Financial Services reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 9,334 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $237K.
  • Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2014 and held it in 15 quarters.
  • Ladenburg Thalmann Financial Services's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $423K in Q3 2017.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2018, filed 14 Nov 2018.