Farther Finance Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$99.9K	Buy	4,614 +44	+1%	+$955	﹤0.01%	2706
2026 Q1	$99.4K	Buy	+4,570	New	+$100K	﹤0.01%	2512
2025 Q1	–	Sell	-589	Closed	-$12.6K	–	4330
2024 Q4	$12.6K	Sell	589 -1,672	-74%	-$36K	﹤0.01%	2296
2024 Q3	$50K	Buy	+2,261	New	+$49.4K	﹤0.01%	1653

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Farther Finance Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.96% in Q2 2026, buying an estimated $955 and bringing the position to 4,614 shares worth $99.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2706.

Farther Finance Advisors first reported a position in IBTJ in Q3 2024 and has held it in 4 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Farther Finance Advisors held 4,614 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $99.9K as of Q2 2026.
Farther Finance Advisors bought 44 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $955.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2706 holding.
Farther Finance Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2024 and has held it in 4 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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