Steven Patrick Farmer’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$2.51M	Buy	+108,504	New	+$2.52M	0.04%	177

Other funds holding IBTH

SBL

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

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

BFEC

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2022: 108,504 shares worth $2.51M. The stake represents 0.04% of the portfolio and ranks #177 among its holdings.

17 funds tracked by Wall St. Rank hold IBTH as of Q2 2022.

Steven Patrick Farmer held 108,504 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $2.51M as of Q2 2022.
iShares iBonds Dec 2027 Term Treasury ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.04% of Steven Patrick Farmer's portfolio in Q2 2022, its #177 holding.
17 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2022.

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