FFA
IBTG icon

Farther Finance Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Farther Finance Advisors’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$638K Buy
27,865
+24,317
+685% +$556K 0.01% 1371
2026
Q1 		$81.1K Sell
3,548
-5,665
-61% -$130K ﹤0.01% 2657
2025
Q4 		$211K Buy
9,213
+376
+4% +$8.61K ﹤0.01% 1885
2025
Q3 		$203K Buy
8,837
+7,687
+668% +$176K ﹤0.01% 1608
2025
Q2 		$26.4K Sell
1,150
-9,850
-90% -$225K ﹤0.01% 2508
2025
Q1 		$252K Hold
11,000
– – 0.01% 1131
2024
Q4 		$251K Sell
11,000
-35,995
-77% -$822K 0.01% 886
2024
Q3 		$1.08M Buy
46,995
+7,891
+20% +$181K 0.04% 326
2024
Q2 		$882K Sell
39,104
-32,434
-45% -$732K 0.04% 331
2024
Q1 		$1.62M Buy
+71,538
New +$1.63M 0.1% 178

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Farther Finance Advisors's IBTG Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 685% in Q2 2026, buying an estimated $556K and bringing the position to 27,865 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #1371.

Farther Finance Advisors first reported a position in IBTG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.62M in Q1 2024. 48 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Farther Finance Advisors held 27,865 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $638K as of Q2 2026.
  • Farther Finance Advisors bought 24,317 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $556K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1371 holding.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • Farther Finance Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.62M in Q1 2024.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.