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Sargent Bickham Lagudis’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sargent Bickham Lagudis’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$8.6K Hold
90
– – ﹤0.01% 751
2022
Q3 		$9K Hold
90
– – ﹤0.01% 706
2022
Q2 		$9K Hold
90
– – ﹤0.01% 712
2022
Q1 		$10K Sell
90
-44
-33% -$4.88K ﹤0.01% 708
2021
Q4 		$15K Buy
134
+44
+49% +$5.06K ﹤0.01% 648
2021
Q3 		$10K Sell
90
-108
-55% -$12.6K ﹤0.01% 714
2021
Q2 		$23K Buy
198
+108
+120% +$12.4K ﹤0.01% 584
2021
Q1 		$10K Hold
90
– – ﹤0.01% 695
2020
Q4 		$11K Sell
90
-195
-68% -$23.5K ﹤0.01% 645
2020
Q3 		$35K Sell
285
-105
-27% -$12.8K ﹤0.01% 435
2020
Q2 		$48K Sell
390
-49
-11% -$5.95K 0.01% 362
2020
Q1 		$53K Hold
439
– – 0.01% 332
2019
Q4 		$48K Buy
439
+1
+0.2% +$111 0.01% 389
2019
Q3 		$49K Sell
438
-46
-10% -$5.13K 0.01% 355
2019
Q2 		$53K Buy
484
+48
+11% +$5.14K 0.01% 361
2019
Q1 		$47K Buy
436
+245
+128% +$25.6K 0.01% 399
2018
Q4 		$20K Buy
191
+1
+0.5% +$101 ﹤0.01% 485
2018
Q3 		$19K Buy
190
+1
+0.5% +$102 ﹤0.01% 508
2018
Q2 		$19K Buy
189
+1
+0.5% +$102 ﹤0.01% 493
2018
Q1 		$19K Buy
188
+1
+0.5% +$103 ﹤0.01% 481
2017
Q4 		$20K Buy
187
+1
+0.5% +$106 ﹤0.01% 495
2017
Q3 		$20K Buy
186
+1
+0.5% +$107 ﹤0.01% 499
2017
Q2 		$20K Buy
+185
New +$19.8K ﹤0.01% 480

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Sargent Bickham Lagudis held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q4 2022 at 90 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Sargent Bickham Lagudis first reported a position in IEF in Q2 2017 and has held it in 23 quarters since. The position peaked at $53K in Q1 2020. 726 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

  • Sargent Bickham Lagudis held 90 shares of iShares 7-10 Year Treasury Bond ETF worth $8.6K as of Q4 2022.
  • Sargent Bickham Lagudis left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q4 2022.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #751 holding.
  • Sargent Bickham Lagudis first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and has held it in 23 quarters since.
  • Sargent Bickham Lagudis's iShares 7-10 Year Treasury Bond ETF position peaked at $53K in Q1 2020.
  • 726 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

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