Steven Patrick Farmer’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$10.6M	Buy	+443,800	New	+$10.7M	0.17%	111

Other funds holding IBDS

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

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

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

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

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

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

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

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2022: 443,800 shares worth $10.6M. The stake represents 0.17% of the portfolio and ranks #111 among its holdings.

117 funds tracked by Wall St. Rank hold IBDS as of Q2 2022.

Steven Patrick Farmer held 443,800 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $10.6M as of Q2 2022.
iShares iBonds Dec 2027 Term Corporate ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.17% of Steven Patrick Farmer's portfolio in Q2 2022, its #111 holding.
117 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2022.

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