Farther Finance Advisors, LLC IBDV — ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

Ownership history in Farther Finance Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows IBDV at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in ISHARES IBONDS DEC 2030 TERM CORPORATE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBDV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBDV stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held IBDV — position size vs. price
% of Fund (quarterly)    IBDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 43,512 -1,058 -2.4% 0.01% $949K 2026-04-07 $21.69
2025 Q4 ADDED — — — 44,570 +12,841 +40.5% 0.01% $984K 2026-01-23 $21.68
2025 Q3 ADDED — — — 31,729 +27,899 +728.4% 0.01% $703K 2025-10-14 $21.53
2025 Q2 ADDED — — — 3,830 +20 +0.5% 0.00% $84K 2025-07-11 $20.91
2025 Q1 REDUCED 12.8% +2.4% ❌ 3,810 -557 -12.8% 0.00% $83K 2025-04-14 $20.30
2024 Q4 ADDED — — — 4,367 +66 +1.5% 0.00% $93K 2025-02-10 $20.15
2024 Q3 ADDED — — — 4,301 +4,266 +12188.6% 0.00% $95K 2024-10-29 $20.08
2024 Q2 INITIATED — — — 35 — — 0.00% $739 2024-07-31 $19.87

🏢 Other funds also holding IBDV

As of 2026 Q1 — sorted by position size

PFG Private Wealth Management, LLC 3Y 5.76% Gratus Wealth Advisors, LLC 5.07% EIGHT 31 FINANCIAL, LLC 4.78% Wilkins Miller Wealth Management, LLC 3.4% Peloton Wealth Strategists 3Y 7Y 3.32% ARCADIA INVESTMENT ADVISORS LLC 3.28% MEMBERS WEALTH LLC 2.7% Sound View Wealth Advisors Group, LLC 3Y 2.6% 4Thought Financial Group Inc. 3Y 2.59% Twin Cities Retirement Group LLC 2.5%

FAQ About Farther Finance Advisors, LLC and IBDV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning IBDV?

Farther Finance Advisors, LLC reported IBDV across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported IBDV position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for IBDV was 0.01% in 2025 Q3.

What is the latest reported IBDV position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 43,512 shares, equal to 0.01% of portfolio, with an estimated market value of $949K.

What does the chart on this IBDV ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly IBDV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their IBDV position?

Based on 13F filing dates vs. subsequent IBDV price moves, Farther Finance Advisors, LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on IBDV relative to SPY over the holding period was -6.5%.

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