Sargent Bickham Lagudis’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$95.7K	Hold	1,932	–	–	0.01%	343
2022 Q3	$93K	Hold	1,932	–	–	0.01%	322
2022 Q2	$99K	Hold	1,932	–	–	0.01%	322
2022 Q1	$106K	Sell	1,932 -5,634	-74%	-$319K	0.01%	327
2021 Q4	$448K	Hold	7,566	–	–	0.03%	182
2021 Q3	$454K	Hold	7,566	–	–	0.04%	179
2021 Q2	$458K	Hold	7,566	–	–	0.04%	178
2021 Q1	$448K	Hold	7,566	–	–	0.04%	170
2020 Q4	$468K	Hold	7,566	–	–	0.04%	167
2020 Q3	$460K	Hold	7,566	–	–	0.05%	148
2020 Q2	$457K	Hold	7,566	–	–	0.05%	144
2020 Q1	$416K	Buy	7,566 +5,634	+292%	+$325K	0.05%	151
2019 Q4	$112K	Hold	1,932	–	–	0.01%	268
2019 Q3	$112K	Hold	1,932	–	–	0.01%	243
2019 Q2	$110K	Hold	1,932	–	–	0.01%	266
2019 Q1	$107K	Hold	1,932	–	–	0.01%	275
2018 Q4	$101K	Sell	1,932 -200	-9%	-$10.5K	0.01%	270
2018 Q3	$113K	Hold	2,132	–	–	0.01%	260
2018 Q2	$113K	Sell	2,132 -3,324	-61%	-$177K	0.01%	257
2018 Q1	$293K	Sell	5,456 -162	-3%	-$8.73K	0.04%	168
2017 Q4	$307K	Buy	5,618 +3,324	+145%	+$182K	0.04%	173
2017 Q3	$126K	Hold	2,294	–	–	0.02%	259
2017 Q2	$126K	Sell	2,294 -300	-12%	-$16.4K	0.02%	246
2017 Q1	$141K	Hold	2,594	–	–	0.02%	243
2016 Q4	$140K	Sell	2,594 -184	-7%	-$10.1K	0.02%	232
2016 Q3	$155K	Sell	2,778 -140	-5%	-$7.79K	0.02%	226
2016 Q2	$162K	Sell	2,918 -10	-0.3%	-$550	0.03%	229
2016 Q1	$161K	Buy	+2,928	New	+$158K	0.03%	230

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Sargent Bickham Lagudis held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q4 2022 at 1,932 shares worth $95.7K. The position accounts for 0.01% of the portfolio, ranked #343.

Sargent Bickham Lagudis first reported a position in IGIB in Q1 2016 and has held it in 28 quarters since. The position peaked at $468K in Q4 2020. 505 funds tracked by Wall St. Rank hold IGIB as of Q4 2022.

Sargent Bickham Lagudis held 1,932 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $95.7K as of Q4 2022.
Sargent Bickham Lagudis left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q4 2022.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #343 holding.
Sargent Bickham Lagudis first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $468K in Q4 2020.
505 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2022.

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