Farther Finance Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,248	Closed	-$230K	–	3634
2023 Q3	$230K	Hold	9,248	–	–	0.04%	357
2023 Q2	$229K	Buy	9,248 +7,527	+437%	+$186K	0.05%	291
2023 Q1	$42.7K	Buy	+1,721	New	+$42.6K	0.01%	648

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's IBTD Position: Q4 2023 in Review

Farther Finance Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 9,248 shares — an estimated $230K sold.

Farther Finance Advisors first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $230K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Farther Finance Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Farther Finance Advisors sold 9,248 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $230K.
Farther Finance Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
Farther Finance Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $230K in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Farther Finance Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.