Ladenburg Thalmann Financial Services’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$337K	Sell	6,652 -188	-3%	-$9.52K	﹤0.01%	2116
2019 Q3	$347K	Buy	6,840 +336	+5%	+$17K	﹤0.01%	2052
2019 Q2	$327K	Buy	6,504 +5,279	+431%	+$261K	﹤0.01%	2084
2019 Q1	$61K	Buy	1,225 +930	+315%	+$45.2K	﹤0.01%	3267
2018 Q4	$14K	Buy	295 +1	+0.3%	+$47	﹤0.01%	4078
2018 Q3	$14K	Sell	294 -2,431	-89%	-$117K	﹤0.01%	4105
2018 Q2	$131K	Hold	2,725	–	–	﹤0.01%	2567
2018 Q1	$131K	Sell	2,725 -380	-12%	-$18.4K	﹤0.01%	2567
2017 Q4	$155K	Buy	3,105 +2,453	+376%	+$121K	﹤0.01%	2404
2017 Q3	$32K	Buy	652 +428	+191%	+$21.3K	﹤0.01%	3393
2017 Q2	$11K	Buy	224 +49	+28%	+$2.43K	﹤0.01%	3951
2017 Q1	$9K	Sell	175 -25	-13%	-$1.22K	﹤0.01%	4048
2016 Q4	$10K	Buy	+200	New	+$9.78K	﹤0.01%	3884

Other funds holding IMTB

DWM

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

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

CSWG

Cardinal Strategic Wealth Guidance Louisville, Kentucky $379M AUM 19.59% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 2.7% in Q4 2019, selling an estimated $9.52K and leaving 6,652 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Ladenburg Thalmann Financial Services first reported a position in IMTB in Q4 2016 and has held it in 13 quarters since. The position peaked at $347K in Q3 2019. 34 funds tracked by Wall St. Rank hold IMTB as of Q4 2019.

Ladenburg Thalmann Financial Services held 6,652 shares of iShares Core 5-10 Year USD Bond ETF worth $337K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 188 iShares Core 5-10 Year USD Bond ETF shares in Q4 2019, an estimated $9.52K.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2116 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2016 and has held it in 13 quarters since.
Ladenburg Thalmann Financial Services's iShares Core 5-10 Year USD Bond ETF position peaked at $347K in Q3 2019.
34 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q4 2019.

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