Sargent Bickham Lagudis LLC IBDW Holdings History
Sargent Bickham Lagudis LLC's iShares iBonds Dec 2031 Term Corporate ETF Holding Summary
As of 2022-12-31, Sargent Bickham Lagudis LLC held 920,548.00 shares of iShares iBonds Dec 2031 Term Corporate ETF(IBDW), totaling $18.31 Mil. This investment constitutes 1.5% of their stock portfolio, and Sargent Bickham Lagudis LLC now holds 10.01% of the outstanding iShares iBonds Dec 2031 Term Corporate ETF(IBDW) stock.
The initial trade took place in 2022Q3. And since then Sargent Bickham Lagudis LLC has made 2 purchases of IBDW, at an average price of $19.66, for a total of 920,548.00 shares. Based on historical transaction data and IBDW's current price of $20.89, Sargent Bickham Lagudis LLC's estimated gain on his IBDW holdings is $1.13 Mil, reflecting a 6.25% gain to date.
Sargent Bickham Lagudis LLC IBDW ($20.89) Holding Chart
Sargent Bickham Lagudis LLC IBDW ($20.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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