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Sargent Bickham Lagudis’s iShares TIPS Bond ETF TIP Stock Holding History

Sargent Bickham Lagudis’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$2.64K Sell
25
-1,242
-98% -$133K ﹤0.01% 878
2022
Q3 		$133K Sell
1,267
-583
-32% -$66K 0.01% 275
2022
Q2 		$211K Sell
1,850
-230
-11% -$27.3K 0.02% 246
2022
Q1 		$259K Buy
2,080
+371
+22% +$46.7K 0.02% 224
2021
Q4 		$221K Buy
1,709
+1,132
+196% +$146K 0.02% 235
2021
Q3 		$74K Sell
577
-1,373
-70% -$177K 0.01% 376
2021
Q2 		$250K Buy
1,950
+1,374
+239% +$175K 0.02% 231
2021
Q1 		$72K Sell
576
-277
-32% -$35.1K 0.01% 374
2020
Q4 		$109K Buy
853
+115
+16% +$14.5K 0.01% 318
2020
Q3 		$93K Buy
738
+277
+60% +$34.8K 0.01% 303
2020
Q2 		$57K Hold
461
– – 0.01% 340
2020
Q1 		$54K Sell
461
-28
-6% -$3.3K 0.01% 331
2019
Q4 		$57K Sell
489
-70
-13% -$8.14K 0.01% 362
2019
Q3 		$65K Sell
559
-49
-8% -$5.69K 0.01% 310
2019
Q2 		$70K Sell
608
-325
-35% -$37K 0.01% 322
2019
Q1 		$106K Sell
933
-410
-31% -$45.5K 0.01% 280
2018
Q4 		$147K Sell
1,343
-890
-40% -$97.2K 0.02% 230
2018
Q3 		$247K Buy
2,233
+894
+67% +$99.9K 0.03% 190
2018
Q2 		$151K Sell
1,339
-137
-9% -$15.4K 0.02% 232
2018
Q1 		$167K Hold
1,476
– – 0.02% 226
2017
Q4 		$168K Sell
1,476
-1,922
-57% -$219K 0.02% 234
2017
Q3 		$386K Sell
3,398
-77
-2% -$8.77K 0.05% 159
2017
Q2 		$394K Sell
3,475
-853
-20% -$97.5K 0.05% 153
2017
Q1 		$496K Buy
4,328
+3,272
+310% +$373K 0.06% 148
2016
Q4 		$120K Buy
1,056
+68
+7% +$7.76K 0.02% 244
2016
Q3 		$115K Sell
988
-15,700
-94% -$1.82M 0.02% 253
2016
Q2 		$1.95M Buy
16,688
+16,485
+8,121% +$1.89M 0.3% 85
2016
Q1 		$23K Buy
+203
New +$22.7K ﹤0.01% 467

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Sargent Bickham Lagudis reduced its iShares TIPS Bond ETF (TIP) stake by 98% in Q4 2022, selling an estimated $133K and leaving 25 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Sargent Bickham Lagudis first reported a position in TIP in Q1 2016 and has held it in 28 quarters since. The position peaked at $1.95M in Q2 2016. 1,220 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Sargent Bickham Lagudis held 25 shares of iShares TIPS Bond ETF worth $2.64K as of Q4 2022.
  • Sargent Bickham Lagudis sold 1,242 iShares TIPS Bond ETF shares in Q4 2022, an estimated $133K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #878 holding.
  • Sargent Bickham Lagudis first reported a position in iShares TIPS Bond ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's iShares TIPS Bond ETF position peaked at $1.95M in Q2 2016.
  • 1,220 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

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