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Farther Finance Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Farther Finance Advisors’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$148K Buy
+5,903
New +$151K ﹤0.01% 2547

Other funds holding IBMS

VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

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

Farther Finance Advisors opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q3 2026: 5,903 shares worth $148K. The stake represents ﹤0.01% of the portfolio and ranks #2547 among its holdings.

4 funds tracked by Wall St. Rank hold IBMS as of Q3 2026.

  • Farther Finance Advisors held 5,903 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $148K as of Q3 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF was a new Farther Finance Advisors position in Q3 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2547 holding.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2026.

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