Sargent Bickham Lagudis’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$880K	Buy	+34,170	New	+$877K	0.07%	140

Other funds holding IBMM

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Sargent Bickham Lagudis opened a new position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2022: 34,170 shares worth $880K. The stake represents 0.07% of the portfolio and ranks #140 among its holdings.

151 funds tracked by Wall St. Rank hold IBMM as of Q4 2022.

Sargent Bickham Lagudis held 34,170 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $880K as of Q4 2022.
iShares iBonds Dec 2024 Term Muni Bond ETF was a new Sargent Bickham Lagudis position in Q4 2022.
iShares iBonds Dec 2024 Term Muni Bond ETF made up 0.07% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #140 holding.
151 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2022.

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