Steven Patrick Farmer’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$5.64M	Buy	+224,138	New	+$5.61M	0.09%	131

Other funds holding IBMP

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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

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

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

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

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

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2022: 224,138 shares worth $5.64M. The stake represents 0.09% of the portfolio and ranks #131 among its holdings.

59 funds tracked by Wall St. Rank hold IBMP as of Q2 2022.

Steven Patrick Farmer held 224,138 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $5.64M as of Q2 2022.
iShares iBonds Dec 2027 Term Muni Bond ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.09% of Steven Patrick Farmer's portfolio in Q2 2022, its #131 holding.
59 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2022.

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