Sargent Bickham Lagudis’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$4.86M	Buy	213,810 +19,795	+10%	+$449K	0.4%	56
2022 Q3	$4.4M	Buy	194,015 +32,659	+20%	+$762K	0.39%	55
2022 Q2	$3.8M	Buy	161,356 +107,973	+202%	+$2.55M	0.33%	63
2022 Q1	$1.28M	Buy	+53,383	New	+$1.32M	0.1%	123

Other funds holding IBTG

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CCB

Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 10% in Q4 2022, buying an estimated $449K and bringing the position to 213,810 shares worth $4.86M. The position accounts for 0.4% of the portfolio, ranked #56.

Sargent Bickham Lagudis first reported a position in IBTG in Q1 2022 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold IBTG as of Q4 2022.

Sargent Bickham Lagudis held 213,810 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $4.86M as of Q4 2022.
Sargent Bickham Lagudis bought 19,795 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2022, an estimated $449K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.4% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #56 holding.
Sargent Bickham Lagudis first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2022 and has held it in 4 quarters since.
70 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2022.

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