Ladenburg Thalmann Financial Services’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$3.91M	Buy	114,872 +3,432	+3%	+$116K	0.02%	573
2019 Q3	$3.71M	Buy	111,440 +29,781	+36%	+$1.01M	0.03%	582
2019 Q2	$2.78M	Buy	81,659 +42,292	+107%	+$1.41M	0.02%	676
2019 Q1	$1.31M	Buy	39,367 +4,685	+14%	+$155K	0.01%	1006
2018 Q4	$1.14M	Sell	34,682 -568	-2%	-$18.6K	0.01%	967
2018 Q3	$1.18M	Sell	35,250 -6,559	-16%	-$221K	0.01%	1024
2018 Q2	$1.51M	Hold	41,809	–	–	0.01%	838
2018 Q1	$1.51M	Buy	41,809 +16,426	+65%	+$591K	0.01%	838
2017 Q4	$897K	Sell	25,383 -10,870	-30%	-$377K	0.01%	1135
2017 Q3	$1.25M	Buy	36,253 +15,006	+71%	+$517K	0.01%	861
2017 Q2	$707K	Buy	21,247 +1,472	+7%	+$47.6K	0.01%	1160
2017 Q1	$619K	Buy	19,775 +2,354	+14%	+$73.1K	0.01%	1179
2016 Q4	$576K	Hold	17,421	–	–	0.01%	1174
2016 Q3	$581K	Buy	17,421 +1,201	+7%	+$39.9K	0.01%	1103
2016 Q2	$528K	Buy	16,220 +5,555	+52%	+$182K	0.01%	1105
2016 Q1	$350K	Buy	10,665 +9,452	+779%	+$297K	0.01%	1246
2015 Q4	$37K	Sell	1,213 -490	-29%	-$15.2K	﹤0.01%	2796
2015 Q3	$53K	Sell	1,703 -354	-17%	-$11.1K	﹤0.01%	2425
2015 Q2	$65K	Sell	2,057 -336	-14%	-$10.6K	﹤0.01%	2397
2015 Q1	$75K	Sell	2,393 -26,654	-92%	-$862K	﹤0.01%	2270
2014 Q4	$999K	Buy	29,047 +292	+1%	+$10.2K	0.02%	598
2014 Q3	$1.02M	Buy	28,755 +1,908	+7%	+$70.4K	0.03%	499
2014 Q2	$1.02M	Buy	26,847 +4,024	+18%	+$151K	0.03%	503
2014 Q1	$852K	Sell	22,823 -4,767	-17%	-$176K	0.02%	519
2013 Q4	$1.01M	Sell	27,590 -448	-2%	-$16.3K	0.03%	440
2013 Q3	$1.01M	Sell	28,038 -1,542	-5%	-$54.2K	0.03%	412
2013 Q2	$1.01M	Buy	+29,580	New	+$1.04M	0.04%	393

Other funds holding IBND

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its State Street SPDR Bloomberg International Corporate Bond ETF (IBND) stake by 3.1% in Q4 2019, buying an estimated $116K and bringing the position to 114,872 shares worth $3.91M. The position accounts for 0.02% of the portfolio, ranked #573.

Ladenburg Thalmann Financial Services first reported a position in IBND in Q2 2013 and has held it in 27 quarters since. 65 funds tracked by Wall St. Rank hold IBND as of Q4 2019.

Ladenburg Thalmann Financial Services held 114,872 shares of State Street SPDR Bloomberg International Corporate Bond ETF worth $3.91M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 3,432 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2019, an estimated $116K.
State Street SPDR Bloomberg International Corporate Bond ETF made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #573 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q2 2013 and has held it in 27 quarters since.
65 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2019.

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