Sargent Bickham Lagudis’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$2.79K	Sell	28 -3	-10%	-$302	﹤0.01%	872
2022 Q3	$3K	Buy	31 +25	+417%	+$2.81K	﹤0.01%	859
2022 Q2	$1K	Buy	+6	New	+$707	﹤0.01%	1020
2022 Q1	–	Sell	-136	Closed	-$20K	–	1016
2021 Q4	$20K	Buy	+136	New	+$20K	﹤0.01%	604
2020 Q4	–	Sell	-804	Closed	-$131K	–	913
2020 Q3	$131K	Buy	804 +616	+328%	+$102K	0.01%	261
2020 Q2	$31K	Sell	188 -190	-50%	-$31.3K	﹤0.01%	428
2020 Q1	$62K	Hold	378	–	–	0.01%	310
2019 Q4	$51K	Hold	378	–	–	0.01%	381
2019 Q3	$54K	Buy	378 +110	+41%	+$15.3K	0.01%	343
2019 Q2	$36K	Sell	268 -493	-65%	-$62.6K	﹤0.01%	413
2019 Q1	$96K	Sell	761 -173	-19%	-$21K	0.01%	298
2018 Q4	$113K	Buy	934 +530	+131%	+$61.3K	0.01%	254
2018 Q3	$47K	Buy	404 +331	+453%	+$39.7K	0.01%	377
2018 Q2	$9K	Buy	73 +1	+1%	+$120	﹤0.01%	609
2018 Q1	$9K	Sell	72 -253	-78%	-$30.6K	﹤0.01%	610
2017 Q4	$41K	Sell	325 -27,804	-99%	-$3.49M	﹤0.01%	403
2017 Q3	$3.51M	Buy	28,129 +27,925	+13,689%	+$3.51M	0.44%	61
2017 Q2	$26K	Buy	+204	New	+$25.2K	﹤0.01%	448

Other funds holding TLT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Sargent Bickham Lagudis reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 9.7% in Q4 2022, selling an estimated $302 and leaving 28 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Sargent Bickham Lagudis first reported a position in TLT in Q2 2017 and has held it in 18 quarters since. The position peaked at $3.51M in Q3 2017. 776 funds tracked by Wall St. Rank hold TLT as of Q4 2022.

Sargent Bickham Lagudis held 28 shares of iShares 20+ Year Treasury Bond ETF worth $2.79K as of Q4 2022.
Sargent Bickham Lagudis sold 3 iShares 20+ Year Treasury Bond ETF shares in Q4 2022, an estimated $302.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #872 holding.
Sargent Bickham Lagudis first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2017 and has held it in 18 quarters since.
Sargent Bickham Lagudis's iShares 20+ Year Treasury Bond ETF position peaked at $3.51M in Q3 2017.
776 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2022.

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