Sargent Bickham Lagudis’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$21.6K	Buy	+1,000	New	+$21.6K	﹤0.01%	589

Other funds holding IBTJ

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Sargent Bickham Lagudis opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q4 2022: 1,000 shares worth $21.6K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings.

28 funds tracked by Wall St. Rank hold IBTJ as of Q4 2022.

Sargent Bickham Lagudis held 1,000 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $21.6K as of Q4 2022.
iShares iBonds Dec 2029 Term Treasury ETF was a new Sargent Bickham Lagudis position in Q4 2022.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #589 holding.
28 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2022.

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