Farmers National Bank’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Farmers National Bank’s Portfolio IBDP Stock Details IBDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.4M	Sell	55,898 -431	-0.8%	-$10.8K	0.42%	58
2024 Q1	$1.41M	Sell	56,329 -1,128	-2%	-$28.2K	0.42%	56
2023 Q4	$1.43M	Sell	57,457 -1,163	-2%	-$28.8K	0.46%	50
2023 Q3	$1.45M	Buy	58,620 +455	+0.8%	+$11.2K	0.5%	46
2023 Q2	$1.43M	Buy	58,165 +1,148	+2%	+$28.2K	0.49%	50
2023 Q1	$1.4M	Buy	57,017 +4,046	+8%	+$99.3K	0.5%	49
2022 Q4	$1.29M	Buy	52,971 +5,026	+10%	+$122K	0.46%	52
2022 Q3	$1.17M	Buy	47,945 +4,607	+11%	+$114K	0.47%	49
2022 Q2	$1.07M	Buy	43,338 +4,966	+13%	+$123K	0.41%	54
2022 Q1	$963K	Buy	38,372 +4,265	+13%	+$109K	0.33%	63
2021 Q4	$884K	Buy	34,107 +13,648	+67%	+$355K	0.29%	70
2021 Q3	$544K	Buy	+20,459	New	+$539K	0.22%	81
2021 Q2	–	Sell	-26,414	Closed	-$697K	–	140
2021 Q1	$697K	Buy	26,414 +5,955	+29%	+$158K	0.27%	78
2020 Q4	$544K	Buy	+20,459	New	+$541K	0.22%	81

Other funds holding IBDP

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Farmers National Bank's IBDP Position: Q2 2024 in Review

Farmers National Bank reduced its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 0.77% in Q2 2024, selling an estimated $10.8K and leaving 55,898 shares worth $1.4M. The position accounts for 0.42% of the portfolio, ranked #58.

Farmers National Bank first reported a position in IBDP in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.45M in Q3 2023. 354 funds tracked by Wall St. Rank hold IBDP as of Q2 2024.

Farmers National Bank held 55,898 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $1.4M as of Q2 2024.
Farmers National Bank sold 431 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2024, an estimated $10.8K.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.42% of Farmers National Bank's portfolio in Q2 2024, its #58 holding.
Farmers National Bank first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2020 and has held it in 14 quarters since.
Farmers National Bank's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.45M in Q3 2023.
354 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2024.

Based on Farmers National Bank's 13F filing for Q2 2024, filed 28 Aug 2024.