Farther Finance Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$74.7K	Hold	2,914	–	–	﹤0.01%	3091
2026 Q2	$74.7K	Buy	2,914 +2,734	+1,519%	+$70.1K	﹤0.01%	2938
2026 Q1	$4.61K	Hold	180	–	–	﹤0.01%	4541
2025 Q4	$4.62K	Hold	180	–	–	﹤0.01%	4354
2025 Q3	$4.62K	Hold	180	–	–	﹤0.01%	3809
2025 Q2	$4.61K	Hold	180	–	–	﹤0.01%	3391
2025 Q1	$4.6K	Hold	180	–	–	﹤0.01%	3096
2024 Q4	$4.58K	Hold	180	–	–	﹤0.01%	2712
2024 Q3	$4.62K	Sell	180 -1,989	-92%	-$50.7K	﹤0.01%	2683
2024 Q2	$54.8K	Sell	2,169 -20,021	-90%	-$505K	﹤0.01%	1382
2024 Q1	$561K	Buy	+22,190	New	+$564K	0.03%	369
2023 Q4	–	Sell	-837	Closed	-$20.8K	–	3577
2023 Q3	$20.8K	Hold	837	–	–	﹤0.01%	1074
2023 Q2	$21.1K	Hold	837	–	–	﹤0.01%	985
2023 Q1	$21.4K	Hold	837	–	–	0.01%	879
2022 Q4	$21.1K	Buy	+837	New	+$20.9K	0.01%	717

Other funds holding IBMO

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

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

Farther Finance Advisors held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q3 2026 at 2,914 shares worth $74.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3091.

Farther Finance Advisors first reported a position in IBMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $561K in Q1 2024. 14 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

Farther Finance Advisors held 2,914 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $74.7K as of Q3 2026.
Farther Finance Advisors left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3091 holding.
Farther Finance Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $561K in Q1 2024.
14 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

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