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Farther Finance Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Farther Finance Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.6K Hold
800
– – ﹤0.01% 3943
2026
Q1 		$20.6K Buy
+800
New +$20.9K ﹤0.01% 3635
2025
Q4 		– Sell
-68
Closed -$1.78K – 5518
2025
Q3 		$1.78K Buy
+68
New +$1.76K ﹤0.01% 4182

Other funds holding IBDY

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

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

Farther Finance Advisors held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q2 2026 at 800 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3943.

Farther Finance Advisors first reported a position in IBDY in Q3 2025 and has held it in 3 quarters since. The position peaked at $20.6K in Q1 2026. 80 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Farther Finance Advisors held 800 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $20.6K as of Q2 2026.
  • Farther Finance Advisors left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3943 holding.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • Farther Finance Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $20.6K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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