Sargent Bickham Lagudis’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Sargent Bickham Lagudis’s Portfolio IBDO Stock Details IBDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$330K	Buy	+13,203	New	+$330K	0.03%	224

Other funds holding IBDO

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RJFSA

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Sargent Bickham Lagudis's IBDO Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2022: 13,203 shares worth $330K. The stake represents 0.03% of the portfolio and ranks #224 among its holdings.

284 funds tracked by Wall St. Rank hold IBDO as of Q4 2022.

Sargent Bickham Lagudis held 13,203 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $330K as of Q4 2022.
iShares iBonds Dec 2023 Term Corporate ETF was a new Sargent Bickham Lagudis position in Q4 2022.
iShares iBonds Dec 2023 Term Corporate ETF made up 0.03% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #224 holding.
284 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.