Steven Patrick Farmer’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$4.61M	Buy	+172,973	New	+$4.57M	0.07%	151

Other funds holding IBMN

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WSTAM

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

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

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

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

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

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

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2022: 172,973 shares worth $4.61M. The stake represents 0.07% of the portfolio and ranks #151 among its holdings.

101 funds tracked by Wall St. Rank hold IBMN as of Q2 2022.

Steven Patrick Farmer held 172,973 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $4.61M as of Q2 2022.
iShares iBonds Dec 2025 Term Muni Bond ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.07% of Steven Patrick Farmer's portfolio in Q2 2022, its #151 holding.
101 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2022.

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