Farnam Financial’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Farnam Financial’s Portfolio IBDY Stock Details IBDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-15,810	Closed	-$407K	–	61
2026 Q2	$407K	Hold	15,810	–	–	0.3%	42
2026 Q1	$409K	Hold	15,810	–	–	0.34%	36
2025 Q4	$413K	Hold	15,810	–	–	0.31%	39
2025 Q3	$415K	Hold	15,810	–	–	0.32%	40
2025 Q2	$410K	Hold	15,810	–	–	0.37%	36
2025 Q1	$404K	Hold	15,810	–	–	0.41%	36
2024 Q4	$397K	Buy	+15,810	New	+$405K	0.41%	34

Other funds holding IBDY

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

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Farnam Financial's IBDY Position: Q3 2026 in Review

Farnam Financial sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q3 2026, closing a stake of 15,810 shares — an estimated $407K sold.

Farnam Financial first reported a position in IBDY in Q4 2024 and held it in 7 quarters. The position peaked at $415K in Q3 2025. 50 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

Farnam Financial reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
Farnam Financial sold 15,810 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2026, an estimated $407K.
Farnam Financial first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2024 and held it in 7 quarters.
Farnam Financial's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $415K in Q3 2025.
50 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

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