FFA
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Farther Finance Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Farther Finance Advisors’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-699
Closed -$16.4K – 6244
2026
Q2 		$16.4K Hold
699
– – ﹤0.01% 4114
2026
Q1 		$16.2K Hold
699
– – ﹤0.01% 3796
2025
Q4 		$16.5K Hold
699
– – ﹤0.01% 3565
2025
Q3 		$16.7K Buy
+699
New +$16.5K ﹤0.01% 3147

Other funds holding IBHI

MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

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

Farther Finance Advisors sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q3 2026, closing a stake of 699 shares — an estimated $16.4K sold.

Farther Finance Advisors first reported a position in IBHI in Q3 2025 and held it in 4 quarters. The position peaked at $16.7K in Q3 2025. 8 funds tracked by Wall St. Rank hold IBHI as of Q3 2026.

  • Farther Finance Advisors reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q3 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 699 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2026, an estimated $16.4K.
  • Farther Finance Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2025 and held it in 4 quarters.
  • Farther Finance Advisors's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $16.7K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held iShares iBonds 2029 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.