Farther Finance Advisors
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Farther Finance Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Farther Finance Advisors’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$49.7K Buy
+2,616
New +$50.6K ﹤0.01% 3433
2025
Q1 		– Sell
-651
Closed -$12.5K – 4331
2024
Q4 		$12.5K Sell
651
-1,840
-74% -$35.8K ﹤0.01% 2301
2024
Q3 		$49.9K Buy
+2,491
New +$49.3K ﹤0.01% 1655

Other funds holding IBTK

FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Farther Finance Advisors opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q3 2026: 2,616 shares worth $49.7K. The stake represents ﹤0.01% of the portfolio and ranks #3433 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in IBTK as recently as Q4 2024.

Farther Finance Advisors first reported a position in IBTK in Q3 2024 and has held it in 3 quarters since. The position peaked at $49.9K in Q3 2024. 26 funds tracked by Wall St. Rank hold IBTK as of Q3 2026.

  • Farther Finance Advisors held 2,616 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $49.7K as of Q3 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF was a new Farther Finance Advisors position in Q3 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3433 holding.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2024 and has held it in 3 quarters since.
  • Farther Finance Advisors's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $49.9K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q3 2026.

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