Sargent Bickham Lagudis’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$831K	Buy	+31,525	New	+$825K	0.07%	141

Other funds holding IBMN

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 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

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

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

Sargent Bickham Lagudis opened a new position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2022: 31,525 shares worth $831K. The stake represents 0.07% of the portfolio and ranks #141 among its holdings.

125 funds tracked by Wall St. Rank hold IBMN as of Q4 2022.

Sargent Bickham Lagudis held 31,525 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $831K as of Q4 2022.
iShares iBonds Dec 2025 Term Muni Bond ETF was a new Sargent Bickham Lagudis position in Q4 2022.
iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.07% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #141 holding.
125 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2022.

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