Ladenburg Thalmann Financial Services’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$380K	Buy	14,728 +1,715	+13%	+$44.2K	﹤0.01%	2034
2019 Q3	$336K	Sell	13,013 -390	-3%	-$10.1K	﹤0.01%	2078
2019 Q2	$345K	Buy	13,403 +1,013	+8%	+$26K	﹤0.01%	2026
2019 Q1	$318K	Sell	12,390 -1,150	-8%	-$29.4K	﹤0.01%	2044
2018 Q4	$344K	Buy	13,540 +7,761	+134%	+$196K	﹤0.01%	1814
2018 Q3	$146K	Sell	5,779 -25,868	-82%	-$657K	﹤0.01%	2550
2018 Q2	$804K	Hold	31,647	–	–	0.01%	1204
2018 Q1	$804K	Sell	31,647 -941	-3%	-$23.9K	0.01%	1204
2017 Q4	$829K	Buy	32,588 +3,756	+13%	+$96.4K	0.01%	1187
2017 Q3	$747K	Buy	28,832 +4,453	+18%	+$116K	0.01%	1180
2017 Q2	$629K	Buy	24,379 +18,239	+297%	+$471K	0.01%	1241
2017 Q1	$157K	Buy	6,140 +3,483	+131%	+$88.9K	﹤0.01%	2080
2016 Q4	$68K	Buy	2,657 +115	+5%	+$2.94K	﹤0.01%	2623
2016 Q3	$66K	Buy	2,542 +2,142	+536%	+$56K	﹤0.01%	2579
2016 Q2	$10K	Buy	+400	New	+$10.4K	﹤0.01%	3810

Other funds holding IBMJ

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CIM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UCFA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) stake by 13% in Q4 2019, buying an estimated $44.2K and bringing the position to 14,728 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

Ladenburg Thalmann Financial Services first reported a position in IBMJ in Q2 2016 and has held it in 15 quarters since. The position peaked at $829K in Q4 2017. 116 funds tracked by Wall St. Rank hold IBMJ as of Q4 2019.

Ladenburg Thalmann Financial Services held 14,728 shares of iShares iBonds Dec 2021 Term Muni Bond ETF worth $380K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,715 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2019, an estimated $44.2K.
iShares iBonds Dec 2021 Term Muni Bond ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2034 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2016 and has held it in 15 quarters since.
Ladenburg Thalmann Financial Services's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $829K in Q4 2017.
116 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2019.

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