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Farther Finance Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Farther Finance Advisors’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$228K Buy
9,049
+6,311
+230% +$161K ﹤0.01% 2198
2026
Q2 		$70K Buy
+2,738
New +$69.9K ﹤0.01% 2980
2024
Q3 		– Sell
-1,993
Closed -$49.6K – 4061
2024
Q2 		$49.6K Sell
1,993
-20,597
-91% -$516K ﹤0.01% 1421
2024
Q1 		$569K Buy
+22,590
New +$574K 0.03% 364

Other funds holding IBMQ

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
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 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
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Farther Finance Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 230% in Q3 2026, buying an estimated $161K and bringing the position to 9,049 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

Farther Finance Advisors first reported a position in IBMQ in Q1 2024 and has held it in 4 quarters since. The position peaked at $569K in Q1 2024. 10 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

  • Farther Finance Advisors held 9,049 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $228K as of Q3 2026.
  • Farther Finance Advisors bought 6,311 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2026, an estimated $161K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2198 holding.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • Farther Finance Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $569K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

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