Sargent Bickham Lagudis’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$813K	Buy	+32,264	New	+$804K	0.07%	143

Other funds holding IBMO

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Sargent Bickham Lagudis opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2022: 32,264 shares worth $813K. The stake represents 0.07% of the portfolio and ranks #143 among its holdings.

108 funds tracked by Wall St. Rank hold IBMO as of Q4 2022.

Sargent Bickham Lagudis held 32,264 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $813K as of Q4 2022.
iShares iBonds Dec 2026 Term Muni Bond ETF was a new Sargent Bickham Lagudis position in Q4 2022.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.07% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #143 holding.
108 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2022.

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