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Sargent Bickham Lagudis’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Sargent Bickham Lagudis’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$18.2K Buy
820
+45
+6% +$991 ﹤0.01% 629
2022
Q3 		$17K Buy
+775
New +$17.8K ﹤0.01% 608

Other funds holding IBDU

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 5.8% in Q4 2022, buying an estimated $991 and bringing the position to 820 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Sargent Bickham Lagudis first reported a position in IBDU in Q3 2022 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold IBDU as of Q4 2022.

  • Sargent Bickham Lagudis held 820 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $18.2K as of Q4 2022.
  • Sargent Bickham Lagudis bought 45 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2022, an estimated $991.
  • iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #629 holding.
  • Sargent Bickham Lagudis first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2022 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2022.

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