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Farther Finance Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Farther Finance Advisors’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$412K Sell
20,517
-6,435
-24% -$132K ﹤0.01% 1734
2026
Q2 		$562K Buy
26,952
+7,365
+38% +$154K ﹤0.01% 1480
2026
Q1 		$409K Buy
19,587
+1,664
+9% +$35.1K ﹤0.01% 1537
2025
Q4 		$379K Buy
17,923
+1,188
+7% +$25.2K ﹤0.01% 1496
2025
Q3 		$355K Buy
16,735
+12,680
+313% +$267K 0.01% 1272
2025
Q2 		$85.3K Sell
4,055
-270
-6% -$5.58K ﹤0.01% 1845
2025
Q1 		$89.6K Sell
4,325
-107
-2% -$2.2K ﹤0.01% 1602
2024
Q4 		$90.2K Buy
4,432
+98
+2% +$2.03K ﹤0.01% 1351
2024
Q3 		$92K Buy
+4,334
New +$90.3K ﹤0.01% 1338

Other funds holding IBDW

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 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
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

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

Farther Finance Advisors reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 24% in Q3 2026, selling an estimated $132K and leaving 20,517 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Farther Finance Advisors first reported a position in IBDW in Q3 2024 and has held it in 9 quarters since. The position peaked at $562K in Q2 2026. 13 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • Farther Finance Advisors held 20,517 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $412K as of Q3 2026.
  • Farther Finance Advisors sold 6,435 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $132K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1734 holding.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $562K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

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