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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
Q3 		$98.9K Buy
4,658
+44
+1% +$945 ﹤0.01% 2870
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

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

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

Farther Finance Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.95% in Q3 2026, buying an estimated $945 and bringing the position to 4,658 shares worth $98.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2870.

Farther Finance Advisors first reported a position in IBTJ in Q3 2024 and has held it in 5 quarters since. The position peaked at $99.9K in Q2 2026. 18 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Farther Finance Advisors held 4,658 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $98.9K as of Q3 2026.
  • Farther Finance Advisors bought 44 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $945.
  • iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2870 holding.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2024 and has held it in 5 quarters since.
  • Farther Finance Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $99.9K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

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