Farther Finance Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.77M Sell
25,278
-133
-0.5% -$14.6K 0.06% 281
2025
Q1
$2.76M Buy
25,411
+11,848
+87% +$1.29M 0.07% 244
2024
Q4
$1.45M Sell
13,563
-1,732
-11% -$185K 0.05% 274
2024
Q3
$1.73M Sell
15,295
-1,581
-9% -$179K 0.06% 228
2024
Q2
$1.79M Sell
16,876
-8,613
-34% -$914K 0.09% 182
2024
Q1
$2.74M Sell
25,489
-2,525
-9% -$271K 0.17% 108
2023
Q4
$3.1M Buy
28,014
+14,814
+112% +$1.64M 0.22% 88
2023
Q3
$1.35M Buy
13,200
+12,484
+1,744% +$1.27M 0.21% 93
2023
Q2
$77.4K Sell
716
-509
-42% -$55K 0.02% 541
2023
Q1
$134K Buy
1,225
+167
+16% +$18.3K 0.04% 331
2022
Q4
$112K Buy
+1,058
New +$112K 0.04% 301