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Ladenburg Thalmann Financial Services’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio ILTB Stock Details ILTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.9M Buy
42,758
+2,436
+6% +$167K 0.02% 704
2019
Q3 		$2.8M Buy
40,322
+2,509
+7% +$171K 0.02% 679
2019
Q2 		$2.49M Buy
37,813
+31,688
+517% +$2M 0.02% 712
2019
Q1 		$384K Buy
6,125
+3,058
+100% +$184K ﹤0.01% 1892
2018
Q4 		$181K Sell
3,067
-18
-0.6% -$1.04K ﹤0.01% 2305
2018
Q3 		$183K Buy
3,085
+750
+32% +$45.1K ﹤0.01% 2378
2018
Q2 		$144K Hold
2,335
– – ﹤0.01% 2480
2018
Q1 		$144K Buy
2,335
+685
+42% +$42.5K ﹤0.01% 2480
2017
Q4 		$107K Sell
1,650
-311
-16% -$19.9K ﹤0.01% 2672
2017
Q3 		$125K Buy
1,961
+800
+69% +$51K ﹤0.01% 2455
2017
Q2 		$74K Buy
1,161
+125
+12% +$7.84K ﹤0.01% 2714
2017
Q1 		$64K Buy
1,036
+165
+19% +$10.1K ﹤0.01% 2713
2016
Q4 		$53K Sell
871
-73
-8% -$4.54K ﹤0.01% 2802
2016
Q3 		$63K Sell
944
-33
-3% -$2.21K ﹤0.01% 2604
2016
Q2 		$65K Buy
977
+171
+21% +$10.9K ﹤0.01% 2483
2016
Q1 		$51K Buy
806
+585
+265% +$35.3K ﹤0.01% 2578
2015
Q4 		$13K Sell
221
-105
-32% -$6.26K ﹤0.01% 3516
2015
Q3 		$19K Buy
326
+116
+55% +$6.93K ﹤0.01% 3139
2015
Q2 		$13K Sell
210
-1,387
-87% -$85.5K ﹤0.01% 3509
2015
Q1 		$103K Buy
1,597
+386
+32% +$25K ﹤0.01% 2062
2014
Q4 		$76K Sell
1,211
-52
-4% -$3.24K ﹤0.01% 2081
2014
Q3 		$79K Buy
+1,263
New +$77.2K ﹤0.01% 1743
2013
Q3 		– Sell
-460
Closed -$26K – 3752
2013
Q2 		$26K Buy
+460
New +$28.2K ﹤0.01% 2172

Other funds holding ILTB

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 6% in Q4 2019, buying an estimated $167K and bringing the position to 42,758 shares worth $2.9M. The position accounts for 0.02% of the portfolio, ranked #704.

Ladenburg Thalmann Financial Services first reported a position in ILTB in Q2 2013 and has held it in 23 quarters since. 64 funds tracked by Wall St. Rank hold ILTB as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 42,758 shares of iShares Core 10+ Year USD Bond ETF worth $2.9M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 2,436 iShares Core 10+ Year USD Bond ETF shares in Q4 2019, an estimated $167K.
  • iShares Core 10+ Year USD Bond ETF made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #704 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2013 and has held it in 23 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2019.

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