FFA
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Farther Finance Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Farther Finance Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.76M Sell
72,894
-6,910
-9% -$167K 0.01% 839
2026
Q2 		$1.93M Buy
79,804
+45,077
+130% +$1.09M 0.02% 766
2026
Q1 		$839K Buy
34,727
+4,537
+15% +$110K 0.01% 1086
2025
Q4 		$733K Buy
30,190
+14,310
+90% +$348K 0.01% 1079
2025
Q3 		$387K Buy
15,880
+6,558
+70% +$159K 0.01% 1222
2025
Q2 		$226K Sell
9,322
-8,534
-48% -$206K ﹤0.01% 1334
2025
Q1 		$431K Buy
17,856
+12,237
+218% +$294K 0.01% 848
2024
Q4 		$135K Buy
5,619
+43
+0.8% +$1.03K ﹤0.01% 1180
2024
Q3 		$136K Sell
5,576
-9,081
-62% -$219K 0.01% 1169
2024
Q2 		$346K Buy
14,657
+254
+2% +$6.01K 0.02% 613
2024
Q1 		$341K Buy
+14,403
New +$343K 0.02% 487

Other funds holding IBDS

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
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 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
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

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

Farther Finance Advisors reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 8.7% in Q3 2026, selling an estimated $167K and leaving 72,894 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #839.

Farther Finance Advisors first reported a position in IBDS in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.93M in Q2 2026. 24 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Farther Finance Advisors held 72,894 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.76M as of Q3 2026.
  • Farther Finance Advisors sold 6,910 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $167K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #839 holding.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
  • Farther Finance Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.93M in Q2 2026.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

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