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

Farther Finance Advisors’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$99.6M Buy
913,046
+186,330
+26% +$20.3M 0.78% 21
2026
Q1 		$79M Buy
726,716
+253,903
+54% +$28M 0.75% 20
2025
Q4 		$52.1M Buy
472,813
+166,701
+54% +$18.5M 0.56% 30
2025
Q3 		$34.1M Buy
306,112
+280,834
+1,111% +$30.9M 0.51% 36
2025
Q2 		$2.77M Sell
25,278
-133
-0.5% -$14.3K 0.06% 282
2025
Q1 		$2.76M Buy
25,411
+11,848
+87% +$1.28M 0.07% 245
2024
Q4 		$1.45M Sell
13,563
-1,732
-11% -$190K 0.05% 274
2024
Q3 		$1.73M Sell
15,295
-1,581
-9% -$175K 0.06% 228
2024
Q2 		$1.79M Sell
16,876
-8,613
-34% -$919K 0.09% 182
2024
Q1 		$2.74M Sell
25,489
-2,525
-9% -$274K 0.17% 108
2023
Q4 		$3.1M Buy
28,014
+14,814
+112% +$1.54M 0.22% 88
2023
Q3 		$1.35M Buy
13,200
+12,484
+1,744% +$1.32M 0.21% 93
2023
Q2 		$77.4K Sell
716
-509
-42% -$55K 0.02% 541
2023
Q1 		$134K Buy
1,225
+167
+16% +$18.1K 0.04% 331
2022
Q4 		$112K Buy
+1,058
New +$111K 0.04% 301

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Farther Finance Advisors's LQD Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 26% in Q2 2026, buying an estimated $20.3M and bringing the position to 913,046 shares worth $99.6M. The position accounts for 0.78% of the portfolio, ranked #21.

Farther Finance Advisors first reported a position in LQD in Q4 2022 and has held it in 15 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Farther Finance Advisors held 913,046 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $99.6M as of Q2 2026.
  • Farther Finance Advisors bought 186,330 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $20.3M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.78% of Farther Finance Advisors's portfolio in Q2 2026, its #21 holding.
  • Farther Finance Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.