SBL
IBDW icon

Sargent Bickham Lagudis’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Sargent Bickham Lagudis’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$18.3M Buy
920,548
+919,698
+108,200% +$18.2M 1.5% 16
2022
Q3 		$17K Buy
+850
New +$17.7K ﹤0.01% 607

Other funds holding IBDW

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
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 108,200% in Q4 2022, buying an estimated $18.2M and bringing the position to 920,548 shares worth $18.3M. The position accounts for 1.5% of the portfolio, ranked #16.

Sargent Bickham Lagudis first reported a position in IBDW in Q3 2022 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold IBDW as of Q4 2022.

  • Sargent Bickham Lagudis held 920,548 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $18.3M as of Q4 2022.
  • Sargent Bickham Lagudis bought 919,698 iShares iBonds Dec 2031 Term Corporate ETF shares in Q4 2022, an estimated $18.2M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 1.5% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #16 holding.
  • Sargent Bickham Lagudis first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2022 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q4 2022.

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