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Sargent Bickham Lagudis’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Sargent Bickham Lagudis’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$18.2K Buy
873
+47
+6% +$969 ﹤0.01% 630
2022
Q3 		$17K Buy
+826
New +$17.7K ﹤0.01% 606

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 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
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 5.7% in Q4 2022, buying an estimated $969 and bringing the position to 873 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Sargent Bickham Lagudis first reported a position in IBDV in Q3 2022 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold IBDV as of Q4 2022.

  • Sargent Bickham Lagudis held 873 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $18.2K as of Q4 2022.
  • Sargent Bickham Lagudis bought 47 iShares iBonds Dec 2030 Term Corporate ETF shares in Q4 2022, an estimated $969.
  • iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #630 holding.
  • Sargent Bickham Lagudis first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2022 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q4 2022.

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