Sargent Bickham Lagudis’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$204K	Buy	+8,728	New	+$203K	0.02%	268

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 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 IBDR Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2022: 8,728 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #268 among its holdings.

187 funds tracked by Wall St. Rank hold IBDR as of Q4 2022.

Sargent Bickham Lagudis held 8,728 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $204K as of Q4 2022.
iShares iBonds Dec 2026 Term Corporate ETF was a new Sargent Bickham Lagudis position in Q4 2022.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #268 holding.
187 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2022.

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