Sargent Bickham Lagudis’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$649K	Buy	+25,887	New	+$641K	0.05%	159

Other funds holding IBMP

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Sargent Bickham Lagudis opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2022: 25,887 shares worth $649K. The stake represents 0.05% of the portfolio and ranks #159 among its holdings.

82 funds tracked by Wall St. Rank hold IBMP as of Q4 2022.

Sargent Bickham Lagudis held 25,887 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $649K as of Q4 2022.
iShares iBonds Dec 2027 Term Muni Bond ETF was a new Sargent Bickham Lagudis position in Q4 2022.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.05% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #159 holding.
82 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2022.

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