Farnam Financial
IBDS icon

Farnam Financial’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Farnam Financial’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$561K Buy
+23,275
New +$562K 0.41% 40
2026
Q2 		– Sell
-14,390
Closed -$349K – 54
2026
Q1 		$349K Buy
+14,390
New +$349K 0.29% 39

Other funds holding IBDS

Kathmere Capital Management
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RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
InvesTrust
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Farnam Financial's IBDS Position: Q3 2026 in Review

Farnam Financial opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2026: 23,275 shares worth $561K. The stake represents 0.41% of the portfolio and ranks #40 among its holdings. This is a return to the name: Farnam Financial previously reported a position in IBDS as recently as Q1 2026.

Farnam Financial first reported a position in IBDS in Q1 2026 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Farnam Financial held 23,275 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $561K as of Q3 2026.
  • iShares iBonds Dec 2027 Term Corporate ETF was a new Farnam Financial position in Q3 2026.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.41% of Farnam Financial's portfolio in Q3 2026, its #40 holding.
  • Farnam Financial first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Farnam Financial's 13F filing for Q3 2026, filed 21 Oct 2026.