Ladenburg Thalmann Financial Services’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$217K	Buy	8,295 +207	+3%	+$5.42K	﹤0.01%	2434
2019 Q3	$212K	Buy	8,088 +1,182	+17%	+$31K	﹤0.01%	2413
2019 Q2	$181K	Buy	6,906 +503	+8%	+$13.1K	﹤0.01%	2544
2019 Q1	$166K	Buy	6,403 +2	+0%	+$52	﹤0.01%	2536
2018 Q4	$165K	Buy	6,401 +256	+4%	+$6.5K	﹤0.01%	2373
2018 Q3	$157K	Sell	6,145 -25,684	-81%	-$656K	﹤0.01%	2504
2018 Q2	$812K	Hold	31,829	–	–	0.01%	1192
2018 Q1	$812K	Buy	31,829 +210	+0.7%	+$5.37K	0.01%	1192
2017 Q4	$811K	Buy	31,619 +4,577	+17%	+$118K	0.01%	1208
2017 Q3	$704K	Buy	27,042 +6,638	+33%	+$174K	0.01%	1229
2017 Q2	$531K	Buy	20,404 +18,940	+1,294%	+$493K	0.01%	1347
2017 Q1	$38K	Buy	1,464 +55	+4%	+$1.41K	﹤0.01%	3122
2016 Q4	$36K	Hold	1,409	–	–	﹤0.01%	3089
2016 Q3	$37K	Buy	+1,409	New	+$37.2K	﹤0.01%	3015

Other funds holding IBMK

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CIM

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

UCFA

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) stake by 2.6% in Q4 2019, buying an estimated $5.42K and bringing the position to 8,295 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

Ladenburg Thalmann Financial Services first reported a position in IBMK in Q3 2016 and has held it in 14 quarters since. The position peaked at $812K in Q2 2018. 121 funds tracked by Wall St. Rank hold IBMK as of Q4 2019.

Ladenburg Thalmann Financial Services held 8,295 shares of iShares iBonds Dec 2022 Term Muni Bond ETF worth $217K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 207 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2019, an estimated $5.42K.
iShares iBonds Dec 2022 Term Muni Bond ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2434 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2016 and has held it in 14 quarters since.
Ladenburg Thalmann Financial Services's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $812K in Q2 2018.
121 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2019.

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