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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
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

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

Farther Finance Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 14% in Q2 2026, buying an estimated $136K and bringing the position to 49,758 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1046.

Farther Finance Advisors first reported a position in IBDV in Q2 2024 and has held it in 9 quarters since. 59 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Farther Finance Advisors held 49,758 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.08M as of Q2 2026.
  • Farther Finance Advisors bought 6,246 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $136K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1046 holding.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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