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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	0.52%	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