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Farther Finance Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Farther Finance Advisors’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12K Hold
617
– – ﹤0.01% 4503
2026
Q2 		$12.5K Hold
617
– – ﹤0.01% 4286
2026
Q1 		$12.5K Hold
617
– – ﹤0.01% 3969
2025
Q4 		$12.7K Hold
617
– – ﹤0.01% 3756
2025
Q3 		$12.7K Buy
+617
New +$12.6K ﹤0.01% 3316
2025
Q1 		– Sell
-629
Closed -$12.5K – 4332
2024
Q4 		$12.5K Buy
629
+51
+9% +$1.03K ﹤0.01% 2303
2024
Q3 		$12K Buy
+578
New +$11.9K ﹤0.01% 2297

Other funds holding IBTL

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

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

Farther Finance Advisors held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q3 2026 at 617 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4503.

Farther Finance Advisors first reported a position in IBTL in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.7K in Q3 2025. 16 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

  • Farther Finance Advisors held 617 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $12K as of Q3 2026.
  • Farther Finance Advisors left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4503 holding.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
  • Farther Finance Advisors's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $12.7K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

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