SBL
IBTF

Sargent Bickham Lagudis’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Sargent Bickham Lagudis’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$5.02M Buy
215,717
+23,361
+12% +$544K 0.41% 54
2022
Q3 		$4.48M Buy
192,356
+33,232
+21% +$790K 0.4% 54
2022
Q2 		$3.82M Buy
159,124
+106,229
+201% +$2.55M 0.33% 62
2022
Q1 		$1.28M Buy
+52,895
New +$1.31M 0.1% 122

Other funds holding IBTF

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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) stake by 12% in Q4 2022, buying an estimated $544K and bringing the position to 215,717 shares worth $5.02M. The position accounts for 0.41% of the portfolio, ranked #54.

Sargent Bickham Lagudis first reported a position in IBTF in Q1 2022 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold IBTF as of Q4 2022.

  • Sargent Bickham Lagudis held 215,717 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $5.02M as of Q4 2022.
  • Sargent Bickham Lagudis bought 23,361 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2022, an estimated $544K.
  • iShares iBonds Dec 2025 Term Treasury ETF made up 0.41% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #54 holding.
  • Sargent Bickham Lagudis first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2022 and has held it in 4 quarters since.
  • 116 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2022.

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