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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
Q3 		$1.43M Buy
62,956
+18,451
+41% +$424K 0.01% 941
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

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 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
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

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

Farther Finance Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 41% in Q3 2026, buying an estimated $424K and bringing the position to 62,956 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #941.

Farther Finance Advisors first reported a position in IBDU in Q2 2024 and has held it in 10 quarters since. 17 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Farther Finance Advisors held 62,956 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.43M as of Q3 2026.
  • Farther Finance Advisors bought 18,451 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $424K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #941 holding.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 10 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

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