SBL
IBDT icon

Sargent Bickham Lagudis’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Sargent Bickham Lagudis’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$121K Buy
4,998
+4,284
+600% +$103K 0.01% 316
2022
Q3 		$17K Buy
+714
New +$17.8K ﹤0.01% 605

Other funds holding IBDT

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 600% in Q4 2022, buying an estimated $103K and bringing the position to 4,998 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #316.

Sargent Bickham Lagudis first reported a position in IBDT in Q3 2022 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold IBDT as of Q4 2022.

  • Sargent Bickham Lagudis held 4,998 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $121K as of Q4 2022.
  • Sargent Bickham Lagudis bought 4,284 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2022, an estimated $103K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #316 holding.
  • Sargent Bickham Lagudis first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2022 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2022.

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