Sargent Bickham Lagudis’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Sargent Bickham Lagudis’s Portfolio IBML Stock Details IBML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$500K	Buy	+19,707	New	+$499K	0.04%	183

Other funds holding IBML

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sargent Bickham Lagudis opened a new position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2022: 19,707 shares worth $500K. The stake represents 0.04% of the portfolio and ranks #183 among its holdings.

171 funds tracked by Wall St. Rank hold IBML as of Q4 2022.

Sargent Bickham Lagudis held 19,707 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $500K as of Q4 2022.
iShares iBonds Dec 2023 Term Muni Bond ETF was a new Sargent Bickham Lagudis position in Q4 2022.
iShares iBonds Dec 2023 Term Muni Bond ETF made up 0.04% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #183 holding.
171 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2022.

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