Ladenburg Thalmann Financial Services’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$60K	Hold	2,350	–	–	﹤0.01%	3388
2019 Q3	$57K	Sell	2,350 -633	-21%	-$15.4K	﹤0.01%	3349
2019 Q2	$74K	Buy	2,983 +2,350	+371%	+$57.9K	﹤0.01%	3188
2019 Q1	$16K	Buy	+633	New	+$15.5K	﹤0.01%	4135

Other funds holding IGBH

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) position steady in Q4 2019 at 2,350 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #3388.

Ladenburg Thalmann Financial Services first reported a position in IGBH in Q1 2019 and has held it in 4 quarters since. The position peaked at $74K in Q2 2019. 17 funds tracked by Wall St. Rank hold IGBH as of Q4 2019.

Ladenburg Thalmann Financial Services held 2,350 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $60K as of Q4 2019.
Ladenburg Thalmann Financial Services left its iShares Interest Rate Hedged Long-Term Corporate Bond ETF share count unchanged in Q4 2019.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3388 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2019 and has held it in 4 quarters since.
Ladenburg Thalmann Financial Services's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $74K in Q2 2019.
17 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q4 2019.

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