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Sargent Bickham Lagudis’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Sargent Bickham Lagudis’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$2.89M Buy
123,703
+122,957
+16,482% +$2.85M 0.24% 84
2022
Q3 		$17K Buy
+746
New +$17.8K ﹤0.01% 604

Other funds holding IBDS

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 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 IBDS Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 16,482% in Q4 2022, buying an estimated $2.85M and bringing the position to 123,703 shares worth $2.89M. The position accounts for 0.24% of the portfolio, ranked #84.

Sargent Bickham Lagudis first reported a position in IBDS in Q3 2022 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold IBDS as of Q4 2022.

  • Sargent Bickham Lagudis held 123,703 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.89M as of Q4 2022.
  • Sargent Bickham Lagudis bought 122,957 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2022, an estimated $2.85M.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.24% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #84 holding.
  • Sargent Bickham Lagudis first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2022 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2022.

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