SBL
IBTE

Sargent Bickham Lagudis’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Sargent Bickham Lagudis’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$5.32M Buy
223,111
+30,892
+16% +$737K 0.44% 51
2022
Q3 		$4.6M Buy
192,219
+35,974
+23% +$873K 0.41% 52
2022
Q2 		$3.82M Buy
156,245
+103,992
+199% +$2.55M 0.33% 61
2022
Q1 		$1.29M Buy
+52,253
New +$1.31M 0.1% 121

Other funds holding IBTE

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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its iShares iBonds Dec 2024 Term Treasury ETF (IBTE) stake by 16% in Q4 2022, buying an estimated $737K and bringing the position to 223,111 shares worth $5.32M. The position accounts for 0.44% of the portfolio, ranked #51.

Sargent Bickham Lagudis first reported a position in IBTE in Q1 2022 and has held it in 4 quarters since. 168 funds tracked by Wall St. Rank hold IBTE as of Q4 2022.

  • Sargent Bickham Lagudis held 223,111 shares of iShares iBonds Dec 2024 Term Treasury ETF worth $5.32M as of Q4 2022.
  • Sargent Bickham Lagudis bought 30,892 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2022, an estimated $737K.
  • iShares iBonds Dec 2024 Term Treasury ETF made up 0.44% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #51 holding.
  • Sargent Bickham Lagudis first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2022 and has held it in 4 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2022.

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