Farther Finance Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$99.7M	Buy	2,164,194 +460,804	+27%	+$21.5M	0.94%	14
2025 Q4	$79.3M	Buy	1,703,390 +165,889	+11%	+$7.75M	0.85%	16
2025 Q3	$71.8M	Sell	1,537,501 -951,260	-38%	-$44M	1.09%	11
2025 Q2	$115M	Buy	2,488,761 +467,506	+23%	+$21.3M	2.3%	5
2025 Q1	$93.1M	Buy	2,021,255 +340,517	+20%	+$15.5M	2.38%	4
2024 Q4	$76M	Buy	1,680,738 +155,008	+10%	+$7.11M	2.75%	3
2024 Q3	$71.9M	Buy	1,525,730 +429,499	+39%	+$19.9M	2.7%	5
2024 Q2	$49.1M	Buy	1,096,231 +197,998	+22%	+$8.9M	2.38%	5
2024 Q1	$40.5M	Buy	898,233 +299,244	+50%	+$13.6M	2.47%	4
2023 Q4	$27.6M	Buy	598,989 +187,526	+46%	+$8.29M	1.99%	7
2023 Q3	$18M	Buy	411,463 +118,930	+41%	+$5.32M	2.82%	3
2023 Q2	$13.3M	Buy	292,533 +114,952	+65%	+$5.26M	2.91%	3
2023 Q1	$8.2M	Buy	177,581 +82,382	+87%	+$3.77M	2.4%	4
2022 Q4	$4.28M	Buy	+95,199	New	+$4.26M	1.66%	8