Sargent Bickham Lagudis’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$480K	Buy	+19,641	New	+$479K	0.04%	187

Other funds holding IBDP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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

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

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

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

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

Sargent Bickham Lagudis opened a new position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2022: 19,641 shares worth $480K. The stake represents 0.04% of the portfolio and ranks #187 among its holdings.

268 funds tracked by Wall St. Rank hold IBDP as of Q4 2022.

Sargent Bickham Lagudis held 19,641 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $480K as of Q4 2022.
iShares iBonds Dec 2024 Term Corporate ETF was a new Sargent Bickham Lagudis position in Q4 2022.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.04% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #187 holding.
268 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2022.

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