Farther Finance Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$389K	Buy	17,637 +12,602	+250%	+$278K	﹤0.01%	1748
2026 Q1	$111K	Buy	5,035 +4,741	+1,613%	+$105K	﹤0.01%	2438
2025 Q4	$6.56K	Hold	294	–	–	﹤0.01%	4164
2025 Q3	$6.61K	Buy	+294	New	+$6.6K	﹤0.01%	3638
2023 Q4	–	Sell	-966	Closed	-$20.8K	–	3576
2023 Q3	$20.8K	Hold	966	–	–	﹤0.01%	1073
2023 Q2	$21.1K	Hold	966	–	–	﹤0.01%	984
2023 Q1	$21.2K	Hold	966	–	–	0.01%	883
2022 Q4	$20.6K	Buy	+966	New	+$20.6K	0.01%	730

Other funds holding IBHG

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

KCA

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

RSEWM

River's Edge Wealth Management Beaver, Pennsylvania $114M AUM

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Farther Finance Advisors increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 250% in Q2 2026, buying an estimated $278K and bringing the position to 17,637 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Farther Finance Advisors first reported a position in IBHG in Q4 2022 and has held it in 8 quarters since. 17 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Farther Finance Advisors held 17,637 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $389K as of Q2 2026.
Farther Finance Advisors bought 12,602 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $278K.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1748 holding.
Farther Finance Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2022 and has held it in 8 quarters since.
17 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

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