Steven Patrick Farmer’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$12.6M	Buy	+503,097	New	+$12.7M	0.2%	101

Other funds holding IBDT

ACA

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

CAI

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

CIA

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

SIC

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

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

CIM

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

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

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

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

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2022: 503,097 shares worth $12.6M. The stake represents 0.2% of the portfolio and ranks #101 among its holdings.

96 funds tracked by Wall St. Rank hold IBDT as of Q2 2022.

Steven Patrick Farmer held 503,097 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $12.6M as of Q2 2022.
iShares iBonds Dec 2028 Term Corporate ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.2% of Steven Patrick Farmer's portfolio in Q2 2022, its #101 holding.
96 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2022.

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