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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Farther Finance Advisors's IBDS Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 130% in Q2 2026, buying an estimated $1.09M and bringing the position to 79,804 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #766.

Farther Finance Advisors first reported a position in IBDS in Q1 2024 and has held it in 10 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Farther Finance Advisors held 79,804 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.93M as of Q2 2026.
Farther Finance Advisors bought 45,077 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $1.09M.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #766 holding.
Farther Finance Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.