Ladenburg Thalmann Financial Services’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$64K	Sell	2,481 -49	-2%	-$1.26K	﹤0.01%	3356
2019 Q3	$65K	Buy	2,530 +5	+0.2%	+$129	﹤0.01%	3251
2019 Q2	$64K	Buy	2,525 +6	+0.2%	+$153	﹤0.01%	3296
2019 Q1	$64K	Buy	2,519 +3	+0.1%	+$76	﹤0.01%	3237
2018 Q4	$63K	Buy	2,516 +7	+0.3%	+$174	﹤0.01%	3105
2018 Q3	$63K	Sell	2,509 -18,407	-88%	-$460K	﹤0.01%	3163
2018 Q2	$520K	Hold	20,916	–	–	﹤0.01%	1536
2018 Q1	$520K	Buy	20,916 +300	+1%	+$7.5K	﹤0.01%	1536
2017 Q4	$520K	Sell	20,616 -3,170	-13%	-$80.3K	0.01%	1521
2017 Q3	$607K	Buy	23,786 +2,336	+11%	+$59.9K	0.01%	1320
2017 Q2	$544K	Buy	+21,450	New	+$545K	0.01%	1333

Other funds holding IBML

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $374B AUM 17.66% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services reduced its iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) stake by 1.9% in Q4 2019, selling an estimated $1.26K and leaving 2,481 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #3356.

Ladenburg Thalmann Financial Services first reported a position in IBML in Q2 2017 and has held it in 11 quarters since. The position peaked at $607K in Q3 2017. 88 funds tracked by Wall St. Rank hold IBML as of Q4 2019.

Ladenburg Thalmann Financial Services held 2,481 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $64K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 49 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2019, an estimated $1.26K.
iShares iBonds Dec 2023 Term Muni Bond ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3356 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2017 and has held it in 11 quarters since.
Ladenburg Thalmann Financial Services's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $607K in Q3 2017.
88 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2019.

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