FFA
IBDR icon

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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return