Farther Finance Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$463K	Buy	20,293 +5,486	+37%	+$126K	﹤0.01%	1451
2025 Q4	$342K	Sell	14,807 -141	-0.9%	-$3.27K	﹤0.01%	1562
2025 Q3	$350K	Buy	+14,948	New	+$348K	0.01%	1290
2023 Q4	–	Sell	-926	Closed	-$20.9K	–	3576
2023 Q3	$20.9K	Hold	926	–	–	﹤0.01%	1071
2023 Q2	$21.1K	Hold	926	–	–	﹤0.01%	986
2023 Q1	$21.1K	Hold	926	–	–	0.01%	885
2022 Q4	$20.7K	Buy	+926	New	+$20.7K	0.01%	727

Other funds holding IBHF

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return