Steven Patrick Farmer’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$4.19M	Buy	+164,295	New	+$4.18M	0.07%	158

Other funds holding IBML

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LIM

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

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

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

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2022: 164,295 shares worth $4.19M. The stake represents 0.07% of the portfolio and ranks #158 among its holdings.

140 funds tracked by Wall St. Rank hold IBML as of Q2 2022.

Steven Patrick Farmer held 164,295 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $4.19M as of Q2 2022.
iShares iBonds Dec 2023 Term Muni Bond ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares iBonds Dec 2023 Term Muni Bond ETF made up 0.07% of Steven Patrick Farmer's portfolio in Q2 2022, its #158 holding.
140 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2022.

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