Steven Patrick Farmer’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$12.1M	Buy	+496,217	New	+$12.2M	0.19%	105

Other funds holding IBTE

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAN

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q2 2022: 496,217 shares worth $12.1M. The stake represents 0.19% of the portfolio and ranks #105 among its holdings.

52 funds tracked by Wall St. Rank hold IBTE as of Q2 2022.

Steven Patrick Farmer held 496,217 shares of iShares iBonds Dec 2024 Term Treasury ETF worth $12.1M as of Q2 2022.
iShares iBonds Dec 2024 Term Treasury ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares iBonds Dec 2024 Term Treasury ETF made up 0.19% of Steven Patrick Farmer's portfolio in Q2 2022, its #105 holding.
52 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q2 2022.

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