Steven Patrick Farmer’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$4.33M	Buy	+208,280	New	+$4.44M	0.07%	156

Other funds holding IBDW

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

CIM

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

4FG

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2022: 208,280 shares worth $4.33M. The stake represents 0.07% of the portfolio and ranks #156 among its holdings.

31 funds tracked by Wall St. Rank hold IBDW as of Q2 2022.

Steven Patrick Farmer held 208,280 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $4.33M as of Q2 2022.
iShares iBonds Dec 2031 Term Corporate ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.07% of Steven Patrick Farmer's portfolio in Q2 2022, its #156 holding.
31 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2022.

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