FFA
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Farther Finance Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Farther Finance Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$850K Buy
35,082
+2,201
+7% +$53.3K 0.01% 1231
2026
Q2 		$797K Buy
32,881
+9,244
+39% +$224K 0.01% 1239
2026
Q1 		$571K Sell
23,637
-8,182
-26% -$198K 0.01% 1311
2025
Q4 		$771K Buy
31,819
+15,790
+99% +$383K 0.01% 1044
2025
Q3 		$389K Buy
16,029
+10,615
+196% +$257K 0.01% 1219
2025
Q2 		$131K Buy
5,414
+3,589
+197% +$86.7K ﹤0.01% 1610
2025
Q1 		$44K Buy
1,825
+13
+0.7% +$314 ﹤0.01% 1963
2024
Q4 		$43.6K Sell
1,812
-12,773
-88% -$308K ﹤0.01% 1735
2024
Q3 		$354K Buy
14,585
+359
+3% +$8.64K 0.01% 737
2024
Q2 		$338K Sell
14,226
-11,609
-45% -$276K 0.02% 625
2024
Q1 		$613K Buy
+25,835
New +$616K 0.04% 350

Other funds holding IBDR

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

Farther Finance Advisors's IBDR Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 6.7% in Q3 2026, buying an estimated $53.3K and bringing the position to 35,082 shares worth $850K. The position accounts for 0.01% of the portfolio, ranked #1231.

Farther Finance Advisors first reported a position in IBDR in Q1 2024 and has held it in 11 quarters since. 18 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Farther Finance Advisors held 35,082 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $850K as of Q3 2026.
  • Farther Finance Advisors bought 2,201 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $53.3K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1231 holding.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.