Ladenburg Thalmann Financial Services’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$418K	Sell	8,075 -2,673	-25%	-$140K	﹤0.01%	1961
2019 Q3	$567K	Buy	10,748 +7,740	+257%	+$403K	﹤0.01%	1660
2019 Q2	$155K	Buy	3,008 +2,204	+274%	+$110K	﹤0.01%	2647
2019 Q1	$40K	Buy	+804	New	+$38.9K	﹤0.01%	3555
2018 Q4	–	Sell	-497	Closed	-$24K	–	5259
2018 Q3	$24K	Buy	+497	New	+$23.9K	﹤0.01%	3802

Other funds holding IGEB

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Pflug Koory Omaha, Nebraska $250M AUM 42.29% 1-Year Est. Return

KWA

KCS Wealth Advisory Los Angeles, California $235M AUM 24.13% 1-Year Est. Return

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

SXL

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 25% in Q4 2019, selling an estimated $140K and leaving 8,075 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Ladenburg Thalmann Financial Services first reported a position in IGEB in Q3 2018 and has held it in 5 quarters since. The position peaked at $567K in Q3 2019. 19 funds tracked by Wall St. Rank hold IGEB as of Q4 2019.

Ladenburg Thalmann Financial Services held 8,075 shares of iShares Investment Grade Systematic Bond ETF worth $418K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 2,673 iShares Investment Grade Systematic Bond ETF shares in Q4 2019, an estimated $140K.
iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1961 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2018 and has held it in 5 quarters since.
Ladenburg Thalmann Financial Services's iShares Investment Grade Systematic Bond ETF position peaked at $567K in Q3 2019.
19 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2019.

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