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Farther Finance Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Farther Finance Advisors’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.42M Buy
56,790
+1,301
+2% +$32.7K 0.01% 946
2026
Q2 		$1.4M Buy
55,489
+2,805
+5% +$70.8K 0.01% 909
2026
Q1 		$1.33M Buy
52,684
+3,921
+8% +$99.7K 0.01% 826
2025
Q4 		$1.24M Buy
48,763
+37,351
+327% +$951K 0.01% 783
2025
Q3 		$291K Buy
11,412
+9,175
+410% +$233K ﹤0.01% 1396
2025
Q2 		$56.9K Sell
2,237
-241
-10% -$6.07K ﹤0.01% 2068
2025
Q1 		$62.4K Sell
2,478
-230
-8% -$5.76K ﹤0.01% 1788
2024
Q4 		$67.4K Buy
2,708
+7
+0.3% +$176 ﹤0.01% 1501
2024
Q3 		$69K Sell
2,701
-10,525
-80% -$265K ﹤0.01% 1474
2024
Q2 		$326K Sell
13,226
-1,122
-8% -$27.7K 0.02% 640
2024
Q1 		$355K Buy
14,348
+13,894
+3,060% +$346K 0.02% 482
2023
Q4 		$11.4K Hold
454
– – ﹤0.01% 1556
2023
Q3 		$10.9K Hold
454
– – ﹤0.01% 1263
2023
Q2 		$11.1K Hold
454
– – ﹤0.01% 1164
2023
Q1 		$11.3K Buy
+454
New +$11.2K ﹤0.01% 1068

Other funds holding IBDT

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
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 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
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

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

Farther Finance Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.3% in Q3 2026, buying an estimated $32.7K and bringing the position to 56,790 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #946.

Farther Finance Advisors first reported a position in IBDT in Q1 2023 and has held it in 15 quarters since. 17 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • Farther Finance Advisors held 56,790 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.42M as of Q3 2026.
  • Farther Finance Advisors bought 1,301 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $32.7K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #946 holding.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 15 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

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