Sargent Bickham Lagudis’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$204K	Buy	+8,401	New	+$203K	0.02%	267

Other funds holding IBDQ

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

CAI

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

RJFSA

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

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

Sargent Bickham Lagudis opened a new position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2022: 8,401 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings.

233 funds tracked by Wall St. Rank hold IBDQ as of Q4 2022.

Sargent Bickham Lagudis held 8,401 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $204K as of Q4 2022.
iShares iBonds Dec 2025 Term Corporate ETF was a new Sargent Bickham Lagudis position in Q4 2022.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #267 holding.
233 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2022.

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