Farnam Financial
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Farnam Financial’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Farnam Financial’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$298K Buy
14,750
+3,085
+26% +$63.3K 0.22% 50
2026
Q2 		$243K Hold
11,665
– – 0.18% 50
2026
Q1 		$244K Buy
+11,665
New +$246K 0.2% 49

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Ironwood Financial
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PFG Private Wealth Management
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Parkway Wealth Management
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Farnam Financial's IBDW Position: Q3 2026 in Review

Farnam Financial increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 26% in Q3 2026, buying an estimated $63.3K and bringing the position to 14,750 shares worth $298K. The position accounts for 0.22% of the portfolio, ranked #50.

Farnam Financial first reported a position in IBDW in Q1 2026 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • Farnam Financial held 14,750 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $298K as of Q3 2026.
  • Farnam Financial bought 3,085 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $63.3K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.22% of Farnam Financial's portfolio in Q3 2026, its #50 holding.
  • Farnam Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

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