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Farther Finance Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Farther Finance Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$939K Sell
44,440
-5,318
-11% -$114K 0.01% 1179
2026
Q2 		$1.08M Buy
49,758
+6,246
+14% +$136K 0.01% 1046
2026
Q1 		$949K Sell
43,512
-1,058
-2% -$23.3K 0.01% 997
2025
Q4 		$984K Buy
44,570
+12,841
+40% +$284K 0.01% 895
2025
Q3 		$703K Buy
31,729
+27,899
+728% +$614K 0.01% 905
2025
Q2 		$84.2K Buy
3,830
+20
+0.5% +$433 ﹤0.01% 1854
2025
Q1 		$82.6K Sell
3,810
-557
-13% -$12K ﹤0.01% 1636
2024
Q4 		$93.3K Buy
4,367
+66
+2% +$1.43K ﹤0.01% 1333
2024
Q3 		$95.4K Buy
4,301
+4,266
+12,189% +$93.1K ﹤0.01% 1326
2024
Q2 		$739 Buy
+35
New +$739 ﹤0.01% 3169

Other funds holding IBDV

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
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

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

Farther Finance Advisors reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 11% in Q3 2026, selling an estimated $114K and leaving 44,440 shares worth $939K. The position accounts for 0.01% of the portfolio, ranked #1179.

Farther Finance Advisors first reported a position in IBDV in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q2 2026. 14 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Farther Finance Advisors held 44,440 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $939K as of Q3 2026.
  • Farther Finance Advisors sold 5,318 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $114K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1179 holding.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and has held it in 10 quarters since.
  • Farther Finance Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $1.08M in Q2 2026.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

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