Farther Finance Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$101K	Sell	4,374 -1,629	-27%	-$38.1K	﹤0.01%	2850
2026 Q2	$141K	Buy	6,003 +1,066	+22%	+$25.1K	﹤0.01%	2478
2026 Q1	$115K	Buy	4,937 +4,241	+609%	+$100K	﹤0.01%	2411
2025 Q4	$16.5K	Hold	696	–	–	﹤0.01%	3567
2025 Q3	$16.6K	Buy	+696	New	+$16.5K	﹤0.01%	3153

Other funds holding IBHH

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

BWM

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Farther Finance Advisors reduced its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 27% in Q3 2026, selling an estimated $38.1K and leaving 4,374 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2850.

Farther Finance Advisors first reported a position in IBHH in Q3 2025 and has held it in 5 quarters since. The position peaked at $141K in Q2 2026. 4 funds tracked by Wall St. Rank hold IBHH as of Q3 2026.

Farther Finance Advisors held 4,374 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $101K as of Q3 2026.
Farther Finance Advisors sold 1,629 iShares iBonds 2028 Term High Yield and Income ETF shares in Q3 2026, an estimated $38.1K.
iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2850 holding.
Farther Finance Advisors first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q3 2025 and has held it in 5 quarters since.
Farther Finance Advisors's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $141K in Q2 2026.
4 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q3 2026.

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