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	–	797
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 $2.3T AUM 54.33% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

Sargent Bickham Lagudis reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 52% in Q4 2022, selling an estimated $488K and leaving 4,674 shares worth $453K. The position accounts for 0.04% of the portfolio, ranked #193.

Sargent Bickham Lagudis first reported a position in STIP in Q2 2017 and has held it in 13 quarters since. The position peaked at $3.3M in Q2 2022. 657 funds tracked by Wall St. Rank hold STIP as of Q4 2022.

Sargent Bickham Lagudis held 4,674 shares of iShares 0-5 Year TIPS Bond ETF worth $453K as of Q4 2022.
Sargent Bickham Lagudis sold 5,026 iShares 0-5 Year TIPS Bond ETF shares in Q4 2022, an estimated $488K.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #193 holding.
Sargent Bickham Lagudis first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2017 and has held it in 13 quarters since.
Sargent Bickham Lagudis's iShares 0-5 Year TIPS Bond ETF position peaked at $3.3M in Q2 2022.
657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2022.

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