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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
Q3 		$24K Buy
981
+181
+23% +$4.57K ﹤0.01% 4000
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

MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
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
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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

Farther Finance Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 23% in Q3 2026, buying an estimated $4.57K and bringing the position to 981 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #4000.

Farther Finance Advisors first reported a position in IBDY in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

  • Farther Finance Advisors held 981 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $24K as of Q3 2026.
  • Farther Finance Advisors bought 181 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2026, an estimated $4.57K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4000 holding.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

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