Farther Finance Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Farther Finance Advisors’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Sell	44,505 -7,926	-15%	-$184K	0.01%	1087
2026 Q1	$1.22M	Buy	52,431 +11,096	+27%	+$260K	0.01%	867
2025 Q4	$967K	Buy	41,335 +24,968	+153%	+$585K	0.01%	900
2025 Q3	$384K	Buy	16,367 +14,415	+738%	+$337K	0.01%	1227
2025 Q2	$45.5K	Buy	1,952 +24	+1%	+$554	﹤0.01%	2180
2025 Q1	$44.5K	Sell	1,928 -535	-22%	-$12.3K	﹤0.01%	1956
2024 Q4	$56.2K	Buy	2,463 +33	+1%	+$760	﹤0.01%	1599
2024 Q3	$57.1K	Buy	2,430 +2,395	+6,843%	+$55.5K	﹤0.01%	1579
2024 Q2	$788	Buy	+35	New	+$790	﹤0.01%	3149

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

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

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

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

HPC

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

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

Farther Finance Advisors reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 15% in Q2 2026, selling an estimated $184K and leaving 44,505 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1087.

Farther Finance Advisors first reported a position in IBDU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Farther Finance Advisors held 44,505 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.03M as of Q2 2026.
Farther Finance Advisors sold 7,926 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $184K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1087 holding.
Farther Finance Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
Farther Finance Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.22M in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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