Steven Patrick Farmer’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$8.56M	Buy	+375,942	New	+$8.57M	0.13%	118

Other funds holding IBTJ

CIM

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

RCA

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

CAN

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

BFEC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2022: 375,942 shares worth $8.56M. The stake represents 0.13% of the portfolio and ranks #118 among its holdings.

16 funds tracked by Wall St. Rank hold IBTJ as of Q2 2022.

Steven Patrick Farmer held 375,942 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $8.56M as of Q2 2022.
iShares iBonds Dec 2029 Term Treasury ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.13% of Steven Patrick Farmer's portfolio in Q2 2022, its #118 holding.
16 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2022.

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