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SBL
Sargent Bickham Lagudis’s
iShares 0-5 Year TIPS Bond ETF
STIP
Stock Holding History
Sargent Bickham Lagudis’s Portfolio
STIP Stock Details
STIP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$453K
Sell
4,674
-5,026
-52%
-$488K
0.04%
193
2022
Q3
$933K
Sell
9,700
-22,815
-70%
-$2.28M
0.08%
127
2022
Q2
$3.3M
Buy
32,515
+20,609
+173%
+$2.13M
0.29%
82
2022
Q1
$1.25M
Buy
11,906
+11,814
+12,841%
+$1.24M
0.1%
128
2021
Q4
$10K
Hold
92
–
–
﹤0.01%
718
2021
Q3
$10K
Hold
92
–
–
﹤0.01%
720
2021
Q2
$10K
Hold
92
–
–
﹤0.01%
715
2021
Q1
$10K
Hold
92
–
–
﹤0.01%
704
2020
Q4
$10K
Buy
+92
New
+$9.54K
﹤0.01%
662
2018
Q2
–
Sell
-88
Closed
-$9K
–
798
2018
Q1
$9K
Hold
88
–
–
﹤0.01%
609
2017
Q4
$9K
Sell
88
-14
-14%
-$1.4K
﹤0.01%
626
2017
Q3
$10K
Buy
102
+25
+32%
+$2.51K
﹤0.01%
611
2017
Q2
$8K
Buy
+77
New
+$7.77K
﹤0.01%
609
Other funds holding STIP
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
PCA
Personal Capital Advisors
Redwood City, California
$20.6B AUM
13.65%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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