FFA
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Farther Finance Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Farther Finance Advisors’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$322K Buy
14,708
+7,923
+117% +$175K ﹤0.01% 1926
2026
Q2 		$150K Buy
6,785
+2,303
+51% +$51.1K ﹤0.01% 2441
2026
Q1 		$99.5K Buy
+4,482
New +$100K ﹤0.01% 2511
2025
Q2 		– Sell
-298
Closed -$6.62K – 4572
2025
Q1 		$6.62K Sell
298
-278
-48% -$6.12K ﹤0.01% 2925
2024
Q4 		$12.6K Sell
576
-1,644
-74% -$36.2K ﹤0.01% 2293
2024
Q3 		$50K Sell
2,220
-30,183
-93% -$672K ﹤0.01% 1654
2024
Q2 		$703K Sell
32,403
-3,688
-10% -$80K 0.03% 379
2024
Q1 		$786K Buy
+36,091
New +$794K 0.05% 299

Other funds holding IBTI

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

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

Farther Finance Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 117% in Q3 2026, buying an estimated $175K and bringing the position to 14,708 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Farther Finance Advisors first reported a position in IBTI in Q1 2024 and has held it in 8 quarters since. The position peaked at $786K in Q1 2024. 25 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Farther Finance Advisors held 14,708 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $322K as of Q3 2026.
  • Farther Finance Advisors bought 7,923 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $175K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1926 holding.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 8 quarters since.
  • Farther Finance Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $786K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

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