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
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Farther Finance Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 51% in Q2 2026, buying an estimated $51.1K and bringing the position to 6,785 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #2441.

Farther Finance Advisors first reported a position in IBTI in Q1 2024 and has held it in 7 quarters since. The position peaked at $786K in Q1 2024. 42 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Farther Finance Advisors held 6,785 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $150K as of Q2 2026.
  • Farther Finance Advisors bought 2,303 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $51.1K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2441 holding.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 7 quarters since.
  • Farther Finance Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $786K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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