Farther Finance Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$194K	Hold	7,701	–	–	﹤0.01%	2319
2026 Q2	$196K	Buy	+7,701	New	+$195K	﹤0.01%	2255
2024 Q3	–	Sell	-1,978	Closed	-$49.3K	–	4060
2024 Q2	$49.3K	Sell	1,978 -20,527	-91%	-$513K	﹤0.01%	1426
2024 Q1	$565K	Buy	+22,505	New	+$569K	0.03%	367
2023 Q4	–	Sell	-843	Closed	-$20.6K	–	3578
2023 Q3	$20.6K	Hold	843	–	–	﹤0.01%	1079
2023 Q2	$21.1K	Hold	843	–	–	﹤0.01%	981
2023 Q1	$21.5K	Hold	843	–	–	0.01%	878
2022 Q4	$21.1K	Buy	+843	New	+$20.9K	0.01%	715

Other funds holding IBMP

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

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

CIM

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

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

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

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

AWE

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

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

Farther Finance Advisors held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q3 2026 at 7,701 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

Farther Finance Advisors first reported a position in IBMP in Q4 2022 and has held it in 8 quarters since. The position peaked at $565K in Q1 2024. 12 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

Farther Finance Advisors held 7,701 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $194K as of Q3 2026.
Farther Finance Advisors left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2319 holding.
Farther Finance Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and has held it in 8 quarters since.
Farther Finance Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $565K in Q1 2024.
12 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

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