Farther Finance Advisors, LLC IBTJ β€” ISHARES IBONDS DEC 2029 TERM TREASURY ETF

Ownership history in Farther Finance Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported ISHARES IBONDS DEC 2029 TERM TREASURY ETF (IBTJ) in 3 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows IBTJ at 0.00% 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 IBTJ 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 2029 TERM TREASURY 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

IBTJ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 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.

How Farther Finance Advisors, LLC held IBTJ β€” position size vs. price
% of Fund (quarterly)    IBTJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 4,570 +3,981 +675.9% 0.00% $99K 2026-04-07 $21.64
2024 Q4 REDUCED 73.9% +2.7% ❌ 589 -1,672 -73.9% 0.00% $13K 2025-02-10 $20.32
2024 Q3 INITIATED β€” β€” β€” 2,261 β€” β€” 0.00% $50K 2024-10-29 $20.29

FAQ About Farther Finance Advisors, LLC and IBTJ

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 IBTJ?

Farther Finance Advisors, LLC reported IBTJ across 3 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for IBTJ was 0.00% in 2024 Q3.

What is the latest reported IBTJ position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 4,570 shares, equal to 0.00% of portfolio, with an estimated market value of $99K.

What does the chart on this IBTJ ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly IBTJ 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.

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