Steven Patrick Farmer’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$4.64M	Buy	+178,625	New	+$4.62M	0.07%	150

Other funds holding IBMM

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

LIM

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

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

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2022: 178,625 shares worth $4.64M. The stake represents 0.07% of the portfolio and ranks #150 among its holdings.

126 funds tracked by Wall St. Rank hold IBMM as of Q2 2022.

Steven Patrick Farmer held 178,625 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $4.64M as of Q2 2022.
iShares iBonds Dec 2024 Term Muni Bond ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares iBonds Dec 2024 Term Muni Bond ETF made up 0.07% of Steven Patrick Farmer's portfolio in Q2 2022, its #150 holding.
126 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2022.

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