SBL
IBTD

Sargent Bickham Lagudis’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Sargent Bickham Lagudis’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$535K Buy
21,655
+16,677
+335% +$412K 0.04% 173
2022
Q3 		$123K Buy
+4,978
New +$124K 0.01% 287

Other funds holding IBTD

AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its iShares iBonds Dec 2023 Term Treasury ETF (IBTD) stake by 335% in Q4 2022, buying an estimated $412K and bringing the position to 21,655 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #173.

Sargent Bickham Lagudis first reported a position in IBTD in Q3 2022 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold IBTD as of Q4 2022.

  • Sargent Bickham Lagudis held 21,655 shares of iShares iBonds Dec 2023 Term Treasury ETF worth $535K as of Q4 2022.
  • Sargent Bickham Lagudis bought 16,677 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2022, an estimated $412K.
  • iShares iBonds Dec 2023 Term Treasury ETF made up 0.04% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #173 holding.
  • Sargent Bickham Lagudis first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2022.

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