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 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 $6.4B AUM 9.79% 1-Year Est. Return

SWM

Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

SCM

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

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

Farther Finance Advisors held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q2 2026 at 617 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4286.

Farther Finance Advisors first reported a position in IBTL in Q3 2024 and has held it in 6 quarters since. The position peaked at $12.7K in Q3 2025. 19 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Farther Finance Advisors held 617 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $12.5K as of Q2 2026.
Farther Finance Advisors left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4286 holding.
Farther Finance Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2024 and has held it in 6 quarters since.
Farther Finance Advisors's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $12.7K in Q3 2025.
19 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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