Ladenburg Thalmann Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$27.7M	Sell	253,406 -93,420	-27%	-$10.4M	0.17%	126
2019 Q3	$39M	Sell	346,826 -541,320	-61%	-$60.4M	0.27%	81
2019 Q2	$97.7M	Buy	888,146 +592,957	+201%	+$63.6M	0.71%	20
2019 Q1	$31.4M	Buy	295,189 +75,171	+34%	+$7.86M	0.24%	93
2018 Q4	$22.9M	Buy	220,018 +170,691	+346%	+$17.3M	0.21%	116
2018 Q3	$4.99M	Sell	49,327 -50,652	-51%	-$5.17M	0.04%	392
2018 Q2	$10.3M	Hold	99,979	–	–	0.1%	200
2018 Q1	$10.3M	Sell	99,979 -39,890	-29%	-$4.11M	0.1%	200
2017 Q4	$14.8M	Buy	139,869 +35,009	+33%	+$3.71M	0.14%	149
2017 Q3	$11.2M	Sell	104,860 -4,348	-4%	-$466K	0.12%	166
2017 Q2	$11.6M	Sell	109,208 -57,691	-35%	-$6.16M	0.14%	151
2017 Q1	$17.6M	Sell	166,899 -11,008	-6%	-$1.16M	0.22%	102
2016 Q4	$18.7M	Sell	177,907 -112,178	-39%	-$12.1M	0.26%	82
2016 Q3	$32.4M	Buy	290,085 +29,365	+11%	+$3.29M	0.49%	44
2016 Q2	$29.4M	Buy	260,720 +23,375	+10%	+$2.59M	0.47%	46
2016 Q1	$26.2M	Sell	237,345 -59,775	-20%	-$6.52M	0.46%	44
2015 Q4	$31.4M	Sell	297,120 -131,644	-31%	-$14M	0.58%	31
2015 Q3	$46.3M	Buy	428,764 +394,649	+1,157%	+$41.9M	0.95%	13
2015 Q2	$3.58M	Sell	34,115 -255,686	-88%	-$27.2M	0.07%	291
2015 Q1	$31.4M	Sell	289,801 -155,738	-35%	-$16.8M	0.6%	29
2014 Q4	$47.2M	Buy	445,539 +224,777	+102%	+$23.7M	1.04%	11
2014 Q3	$23M	Sell	220,762 -248,391	-53%	-$25.8M	0.63%	35
2014 Q2	$48.6M	Buy	469,153 +279,794	+148%	+$28.7M	1.33%	7
2014 Q1	$19.3M	Buy	189,359 +25,396	+15%	+$2.58M	0.56%	37
2013 Q4	$16.4M	Sell	163,963 -175,693	-52%	-$17.8M	0.5%	46
2013 Q3	$34.9M	Sell	339,656 -3,914	-1%	-$396K	1.18%	14
2013 Q2	$35.3M	Buy	+343,570	New	+$36.6M	1.26%	13

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 27% in Q4 2019, selling an estimated $10.4M and leaving 253,406 shares worth $27.7M. The position accounts for 0.17% of the portfolio, ranked #126.

Ladenburg Thalmann Financial Services first reported a position in IEF in Q2 2013 and has held it in 27 quarters since. The position peaked at $97.7M in Q2 2019. 567 funds tracked by Wall St. Rank hold IEF as of Q4 2019.

Ladenburg Thalmann Financial Services held 253,406 shares of iShares 7-10 Year Treasury Bond ETF worth $27.7M as of Q4 2019.
Ladenburg Thalmann Financial Services sold 93,420 iShares 7-10 Year Treasury Bond ETF shares in Q4 2019, an estimated $10.4M.
iShares 7-10 Year Treasury Bond ETF made up 0.17% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #126 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's iShares 7-10 Year Treasury Bond ETF position peaked at $97.7M in Q2 2019.
567 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2019.

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