Steven Patrick Farmer’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$15.8M	Buy	+671,884	New	+$15.9M	0.25%	87

Other funds holding IBTG

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

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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

HLOC

H.L. Ormond & Company Greenville, North Carolina $62.4M AUM 11.15% 1-Year Est. Return

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

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2022: 671,884 shares worth $15.8M. The stake represents 0.25% of the portfolio and ranks #87 among its holdings.

28 funds tracked by Wall St. Rank hold IBTG as of Q2 2022.

Steven Patrick Farmer held 671,884 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $15.8M as of Q2 2022.
iShares iBonds Dec 2026 Term Treasury ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.25% of Steven Patrick Farmer's portfolio in Q2 2022, its #87 holding.
28 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2022.

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