Steven Patrick Farmer’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$6.6M	Buy	+263,703	New	+$6.57M	0.1%	122

Other funds holding IBMQ

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

PWM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2022: 263,703 shares worth $6.6M. The stake represents 0.1% of the portfolio and ranks #122 among its holdings.

42 funds tracked by Wall St. Rank hold IBMQ as of Q2 2022.

Steven Patrick Farmer held 263,703 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $6.6M as of Q2 2022.
iShares iBonds Dec 2028 Term Muni Bond ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.1% of Steven Patrick Farmer's portfolio in Q2 2022, its #122 holding.
42 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2022.

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