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Sargent Bickham Lagudis’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Sargent Bickham Lagudis’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-159
Closed -$18K – 1076
2022
Q3 		$18K Buy
+159
New +$18.8K ﹤0.01% 589
2020
Q1 		– Sell
-402
Closed -$51K – 842
2019
Q4 		$51K Buy
+402
New +$50.8K 0.01% 379

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Sargent Bickham Lagudis sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2022, closing a stake of 159 shares — an estimated $18K sold.

Sargent Bickham Lagudis first reported a position in IEI in Q4 2019 and held it in 2 quarters. The position peaked at $51K in Q4 2019. 572 funds tracked by Wall St. Rank hold IEI as of Q4 2022.

  • Sargent Bickham Lagudis reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 159 iShares 3-7 Year Treasury Bond ETF shares in Q4 2022, an estimated $18K.
  • Sargent Bickham Lagudis first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • Sargent Bickham Lagudis's iShares 3-7 Year Treasury Bond ETF position peaked at $51K in Q4 2019.
  • 572 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2022.

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