LTFS
IBMH

Ladenburg Thalmann Financial Services’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-16,822
Closed -$428K – 5625
2019
Q2 		$428K Buy
16,822
+62
+0.4% +$1.58K ﹤0.01% 1870
2019
Q1 		$426K Sell
16,760
-2,765
-14% -$70.2K ﹤0.01% 1815
2018
Q4 		$496K Buy
19,525
+12,288
+170% +$312K ﹤0.01% 1533
2018
Q3 		$184K Sell
7,237
-19,479
-73% -$494K ﹤0.01% 2374
2018
Q2 		$676K Hold
26,716
– – 0.01% 1330
2018
Q1 		$676K Sell
26,716
-516
-2% -$13.1K 0.01% 1330
2017
Q4 		$689K Buy
27,232
+1,792
+7% +$45.6K 0.01% 1309
2017
Q3 		$650K Buy
25,440
+2,084
+9% +$53.3K 0.01% 1277
2017
Q2 		$596K Buy
23,356
+16,643
+248% +$425K 0.01% 1273
2017
Q1 		$171K Buy
6,713
+3,921
+140% +$99.9K ﹤0.01% 2030
2016
Q4 		$71K Hold
2,792
– – ﹤0.01% 2587
2016
Q3 		$71K Buy
2,792
+1,955
+234% +$50.4K ﹤0.01% 2512
2016
Q2 		$22K Buy
837
+400
+92% +$10.3K ﹤0.01% 3288
2016
Q1 		$11K Hold
437
– – ﹤0.01% 3671
2015
Q4 		$11K Hold
437
– – ﹤0.01% 3639
2015
Q3 		$11K Hold
437
– – ﹤0.01% 3491
2015
Q2 		$11K Hold
437
– – ﹤0.01% 3649
2015
Q1 		$11K Hold
437
– – ﹤0.01% 3601
2014
Q4 		$11K Buy
+437
New +$11.1K ﹤0.01% 3384

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IBMH Position: Q3 2019 in Review

Ladenburg Thalmann Financial Services sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 16,822 shares — an estimated $428K sold.

Ladenburg Thalmann Financial Services first reported a position in IBMH in Q4 2014 and held it in 19 quarters. The position peaked at $689K in Q4 2017. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Ladenburg Thalmann Financial Services reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 16,822 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $428K.
  • Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2014 and held it in 19 quarters.
  • Ladenburg Thalmann Financial Services's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $689K in Q4 2017.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2019, filed 14 Nov 2019.