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Sargent Bickham Lagudis’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Sargent Bickham Lagudis’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$21.9K Buy
+1,000
New +$21.9K ﹤0.01% 586

Other funds holding IBTI

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Sargent Bickham Lagudis opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q4 2022: 1,000 shares worth $21.9K. The stake represents ﹤0.01% of the portfolio and ranks #586 among its holdings.

27 funds tracked by Wall St. Rank hold IBTI as of Q4 2022.

  • Sargent Bickham Lagudis held 1,000 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $21.9K as of Q4 2022.
  • iShares iBonds Dec 2028 Term Treasury ETF was a new Sargent Bickham Lagudis position in Q4 2022.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #586 holding.
  • 27 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q4 2022.

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