Steven Patrick Farmer’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$16.3M	Buy	+763,414	New	+$16.7M	0.25%	85

Other funds holding IBDV

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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

SWMG

Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

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

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2022: 763,414 shares worth $16.3M. The stake represents 0.25% of the portfolio and ranks #85 among its holdings.

40 funds tracked by Wall St. Rank hold IBDV as of Q2 2022.

Steven Patrick Farmer held 763,414 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $16.3M as of Q2 2022.
iShares iBonds Dec 2030 Term Corporate ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.25% of Steven Patrick Farmer's portfolio in Q2 2022, its #85 holding.
40 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2022.

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