Steven Patrick Farmer’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Steven Patrick Farmer’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$20.2M	Buy	+848,208	New	+$20.4M	0.31%	69

Other funds holding IBDR

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

CAI

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

RJFSA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2022: 848,208 shares worth $20.2M. The stake represents 0.31% of the portfolio and ranks #69 among its holdings.

146 funds tracked by Wall St. Rank hold IBDR as of Q2 2022.

Steven Patrick Farmer held 848,208 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $20.2M as of Q2 2022.
iShares iBonds Dec 2026 Term Corporate ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.31% of Steven Patrick Farmer's portfolio in Q2 2022, its #69 holding.
146 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2022.

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