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Steven Patrick Farmer’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Steven Patrick Farmer’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$12.4M Buy
+542,644
New +$12.6M 0.19% 103

Other funds holding IBDU

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

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

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2022: 542,644 shares worth $12.4M. The stake represents 0.19% of the portfolio and ranks #103 among its holdings.

66 funds tracked by Wall St. Rank hold IBDU as of Q2 2022.

  • Steven Patrick Farmer held 542,644 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $12.4M as of Q2 2022.
  • iShares iBonds Dec 2029 Term Corporate ETF was a new Steven Patrick Farmer position in Q2 2022.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.19% of Steven Patrick Farmer's portfolio in Q2 2022, its #103 holding.
  • 66 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2022.

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