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

CIM

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

BFEC

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

BEI

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SHA

Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return

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

VWA

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 IBTK Position: Q2 2022 in Review

Steven Patrick Farmer opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2022: 849,954 shares worth $17.7M. The stake represents 0.28% of the portfolio and ranks #81 among its holdings.

14 funds tracked by Wall St. Rank hold IBTK as of Q2 2022.

Steven Patrick Farmer held 849,954 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $17.7M as of Q2 2022.
iShares iBonds Dec 2030 Term Treasury ETF was a new Steven Patrick Farmer position in Q2 2022.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.28% of Steven Patrick Farmer's portfolio in Q2 2022, its #81 holding.
14 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2022.

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