Farnam Financial’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Farnam Financial’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$308K	Buy	+14,489	New	+$312K	0.23%	48

Other funds holding IBDV

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Farnam Financial's IBDV Position: Q3 2026 in Review

Farnam Financial opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q3 2026: 14,489 shares worth $308K. The stake represents 0.23% of the portfolio and ranks #48 among its holdings.

261 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Farnam Financial held 14,489 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $308K as of Q3 2026.
iShares iBonds Dec 2030 Term Corporate ETF was a new Farnam Financial position in Q3 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.23% of Farnam Financial's portfolio in Q3 2026, its #48 holding.
261 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

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