Sargent Bickham Lagudis’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$50.2K	Hold	1,008	–	–	﹤0.01%	440
2022 Q3	$50K	Hold	1,008	–	–	﹤0.01%	411
2022 Q2	$51K	Sell	1,008 -1,208	-55%	-$61.5K	﹤0.01%	416
2022 Q1	$115K	Buy	2,216 +1,208	+120%	+$63.7K	0.01%	316
2021 Q4	$54K	Hold	1,008	–	–	﹤0.01%	435
2021 Q3	$55K	Hold	1,008	–	–	﹤0.01%	426
2021 Q2	$55K	Hold	1,008	–	–	﹤0.01%	434
2021 Q1	$55K	Hold	1,008	–	–	﹤0.01%	423
2020 Q4	$56K	Hold	1,008	–	–	0.01%	408
2020 Q3	$55K	Sell	1,008 -234	-19%	-$12.9K	0.01%	371
2020 Q2	$68K	Hold	1,242	–	–	0.01%	322
2020 Q1	$65K	Buy	+1,242	New	+$66.1K	0.01%	305
2019 Q3	–	Sell	-1,008	Closed	-$54K	–	743
2019 Q2	$54K	Hold	1,008	–	–	0.01%	356
2019 Q1	$53K	Hold	1,008	–	–	0.01%	379
2018 Q4	$52K	Sell	1,008 -38	-4%	-$1.96K	0.01%	352
2018 Q3	$54K	Sell	1,046 -140	-12%	-$7.26K	0.01%	350
2018 Q2	$61K	Sell	1,186 -1,282	-52%	-$66.5K	0.01%	331
2018 Q1	$128K	Sell	2,468 -288	-10%	-$15K	0.02%	248
2017 Q4	$144K	Sell	2,756 -1,858	-40%	-$97.5K	0.02%	248
2017 Q3	$243K	Sell	4,614 -92	-2%	-$4.85K	0.03%	198
2017 Q2	$248K	Sell	4,706 -30	-0.6%	-$1.58K	0.03%	190
2017 Q1	$249K	Sell	4,736 -58	-1%	-$3.05K	0.03%	190
2016 Q4	$252K	Sell	4,794 -392	-8%	-$20.6K	0.04%	178
2016 Q3	$274K	Sell	5,186 -1,798	-26%	-$95.2K	0.04%	174
2016 Q2	$370K	Sell	6,984 -760	-10%	-$40.1K	0.06%	150
2016 Q1	$408K	Buy	+7,744	New	+$406K	0.07%	145

Other funds holding IGSB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Sargent Bickham Lagudis held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q4 2022 at 1,008 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Sargent Bickham Lagudis first reported a position in IGSB in Q1 2016 and has held it in 26 quarters since. The position peaked at $408K in Q1 2016. 922 funds tracked by Wall St. Rank hold IGSB as of Q4 2022.

Sargent Bickham Lagudis held 1,008 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $50.2K as of Q4 2022.
Sargent Bickham Lagudis left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q4 2022.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #440 holding.
Sargent Bickham Lagudis first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 26 quarters since.
Sargent Bickham Lagudis's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $408K in Q1 2016.
922 funds tracked by Wall St. Rank held iShares 1-5 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.