Ladenburg Thalmann Financial Services’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-675	Closed	-$18K	–	5671
2019 Q2	$18K	Buy	+675	New	+$17.6K	﹤0.01%	4141

Other funds holding IBMM

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

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

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

CIM

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RJFSA

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2019, closing a stake of 675 shares — an estimated $18K sold.

Ladenburg Thalmann Financial Services first reported a position in IBMM in Q2 2019 and held it in 1 quarter. The position peaked at $18K in Q2 2019. 48 funds tracked by Wall St. Rank hold IBMM as of Q3 2019.

Ladenburg Thalmann Financial Services reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 675 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2019, an estimated $18K.
Ladenburg Thalmann Financial Services first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2019 and held it in 1 quarter.
Ladenburg Thalmann Financial Services's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $18K in Q2 2019.
48 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2019.

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