Sargent Bickham Lagudis’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-132	Closed	-$7K	–	989
2021 Q4	$7K	Sell	132 -2,459	-95%	-$130K	﹤0.01%	758
2021 Q3	$138K	Buy	2,591 +2,461	+1,893%	+$132K	0.01%	287
2021 Q2	$7K	Hold	130	–	–	﹤0.01%	763
2021 Q1	$7K	Buy	130 +1	+0.8%	+$54	﹤0.01%	754
2020 Q4	$7K	Buy	129 +1	+0.8%	+$54	﹤0.01%	699
2020 Q3	$7K	Buy	128 +1	+0.8%	+$55	﹤0.01%	629
2020 Q2	$7K	Buy	127 +1	+0.8%	+$54	﹤0.01%	614
2020 Q1	$7K	Hold	126	–	–	﹤0.01%	608
2019 Q4	$7K	Buy	126 +1	+0.8%	+$52	﹤0.01%	655
2019 Q3	$7K	Buy	125 +1	+0.8%	+$52	﹤0.01%	601
2019 Q2	$6K	Buy	124 +1	+0.8%	+$51	﹤0.01%	648
2019 Q1	$6K	Buy	+123	New	+$6.12K	﹤0.01%	674

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sargent Bickham Lagudis's IUSB Position: Q1 2022 in Review

Sargent Bickham Lagudis sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2022, closing a stake of 132 shares — an estimated $7K sold.

Sargent Bickham Lagudis first reported a position in IUSB in Q1 2019 and held it in 12 quarters. The position peaked at $138K in Q3 2021. 477 funds tracked by Wall St. Rank hold IUSB as of Q1 2022.

Sargent Bickham Lagudis reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 132 iShares Core Universal USD Bond ETF shares in Q1 2022, an estimated $7K.
Sargent Bickham Lagudis first reported a position in iShares Core Universal USD Bond ETF in Q1 2019 and held it in 12 quarters.
Sargent Bickham Lagudis's iShares Core Universal USD Bond ETF position peaked at $138K in Q3 2021.
477 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2022, filed 27 Apr 2022.