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Steven Patrick Farmer’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Steven Patrick Farmer’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$4.94M Buy
+195,066
New +$4.91M 0.08% 145

Other funds holding IBMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
ACIM
Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.96B AUM 32.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2022: 195,066 shares worth $4.94M. The stake represents 0.08% of the portfolio and ranks #145 among its holdings.

85 funds tracked by Wall St. Rank hold IBMO as of Q2 2022.

  • Steven Patrick Farmer held 195,066 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $4.94M as of Q2 2022.
  • iShares iBonds Dec 2026 Term Muni Bond ETF was a new Steven Patrick Farmer position in Q2 2022.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.08% of Steven Patrick Farmer's portfolio in Q2 2022, its #145 holding.
  • 85 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2022.

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