Question 1

How many shares of IBTE does Farther Finance Advisors, LLC own?

Accepted Answer

Farther Finance Advisors, LLC previously held 0 shares of IBTE (iShares iBonds Dec 2024 Term Tr) before exiting the position in 2024-Q4.

Question 2

What is Farther Finance Advisors, LLC's IBTE position worth?

Accepted Answer

Farther Finance Advisors, LLC's IBTE position was last reported at $0 in 2024-Q4 before the exit.

Question 3

Is Farther Finance Advisors, LLC buying or selling IBTE?

Accepted Answer

In 2024-Q4, Farther Finance Advisors, LLC exited their IBTE position entirely (-100.0% change in shares).

Question 4

When did Farther Finance Advisors, LLC first buy IBTE?

Accepted Answer

Based on available 13F filings, Farther Finance Advisors, LLC first reported a position in IBTE in 2023-Q1. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$23.73	0
2024-Q3	Decreased	48,374	-25.8%	$1.2M	0.0%	$23.65	0
2024-Q2	Increased	65,206	+16.5%	$1.6M	0.1%	$23.34	30
2024-Q1	Increased	55,978	+0.1%	$1.3M	0.1%	$23.04	25
2023-Q4	Increased	55,911	+3755.9%	$1.3M	0.1%	$22.79	41
2023-Q3	Unchanged	1,450	0.0%	$34,568	0.0%	$22.44	0
2023-Q2	Increased	1,450	+212.5%	$34,510	0.0%	$22.15	32
2023-Q1	New	464	-	$11,141	0.0%	$22.12	24

IBTE8 quarters

IBTE
8 quarters