Steven Patrick Farmer’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$419K	Buy	+16,182	New	+$419K	0.01%	245

Other funds holding IBMK

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q2 2022: 16,182 shares worth $419K. The stake represents 0.01% of the portfolio and ranks #245 among its holdings.

143 funds tracked by Wall St. Rank hold IBMK as of Q2 2022.

Steven Patrick Farmer held 16,182 shares of iShares iBonds Dec 2022 Term Muni Bond ETF worth $419K as of Q2 2022.
iShares iBonds Dec 2022 Term Muni Bond ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares iBonds Dec 2022 Term Muni Bond ETF made up 0.01% of Steven Patrick Farmer's portfolio in Q2 2022, its #245 holding.
143 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2022.

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