Steven Patrick Farmer’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Steven Patrick Farmer’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
2022 Q2	$4.32M	Buy	+174,541	New	+$4.34M	0.07%	157

Other funds holding IBDP

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Steven Patrick Farmer's IBDP Position: Q2 2022 in Review

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2022: 174,541 shares worth $4.32M. The stake represents 0.07% of the portfolio and ranks #157 among its holdings.

223 funds tracked by Wall St. Rank hold IBDP as of Q2 2022.

Steven Patrick Farmer held 174,541 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $4.32M as of Q2 2022.
iShares iBonds Dec 2024 Term Corporate ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.07% of Steven Patrick Farmer's portfolio in Q2 2022, its #157 holding.
223 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2022.

Based on Steven Patrick Farmer's 13F filing for Q2 2022, filed 6 Jul 2022.