Farther Finance Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$248K	Sell	10,324 -7,959	-44%	-$197K	﹤0.01%	2121
2026 Q2	$461K	Buy	18,283 +8,727	+91%	+$220K	﹤0.01%	1622
2026 Q1	$241K	Buy	9,556 +87	+0.9%	+$2.22K	﹤0.01%	1893
2025 Q4	$242K	Buy	9,469 +108	+1%	+$2.76K	﹤0.01%	1797
2025 Q3	$240K	Buy	+9,361	New	+$238K	﹤0.01%	1513

Other funds holding IBDX

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WMWM

Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

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

Farther Finance Advisors reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 44% in Q3 2026, selling an estimated $197K and leaving 10,324 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Farther Finance Advisors first reported a position in IBDX in Q3 2025 and has held it in 5 quarters since. The position peaked at $461K in Q2 2026. 22 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

Farther Finance Advisors held 10,324 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $248K as of Q3 2026.
Farther Finance Advisors sold 7,959 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $197K.
iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2121 holding.
Farther Finance Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
Farther Finance Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $461K in Q2 2026.
22 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

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