Steven Patrick Farmer’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$17.7M	Buy	+849,954	New	+$17.8M	0.28%	81

Other funds holding IBTK

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Seneca House Advisors Richmond, Virginia $252M AUM 17.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

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