FFA
IBTH icon

Farther Finance Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Farther Finance Advisors’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$831K Buy
37,239
+680
+2% +$15.2K 0.01% 1244
2026
Q2 		$818K Buy
36,559
+16,475
+82% +$369K 0.01% 1226
2026
Q1 		$449K Buy
20,084
+9,830
+96% +$221K ﹤0.01% 1480
2025
Q4 		$230K Buy
10,254
+9,773
+2,032% +$220K ﹤0.01% 1819
2025
Q3 		$10.8K Buy
+481
New +$10.8K ﹤0.01% 3409
2025
Q2 		– Sell
-294
Closed -$6.58K – 4571
2025
Q1 		$6.58K Sell
294
-276
-48% -$6.15K ﹤0.01% 2928
2024
Q4 		$12.7K Sell
570
-1,640
-74% -$36.6K ﹤0.01% 2289
2024
Q3 		$50K Sell
2,210
-327
-13% -$7.33K ﹤0.01% 1651
2024
Q2 		$55.7K Sell
2,537
-32,979
-93% -$725K ﹤0.01% 1371
2024
Q1 		$781K Buy
+35,516
New +$789K 0.05% 301

Other funds holding IBTH

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

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

Farther Finance Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 1.9% in Q3 2026, buying an estimated $15.2K and bringing the position to 37,239 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #1244.

Farther Finance Advisors first reported a position in IBTH in Q1 2024 and has held it in 10 quarters since. 18 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

  • Farther Finance Advisors held 37,239 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $831K as of Q3 2026.
  • Farther Finance Advisors bought 680 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $15.2K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1244 holding.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

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