Farther Finance Advisors
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Farther Finance Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Farther Finance Advisors’s Portfolio LQDH Stock Details LQDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$56.5K Buy
610
+85
+16% +$7.87K ﹤0.01% 3302
2026
Q2 		$48.8K Buy
525
+403
+330% +$37.5K ﹤0.01% 3264
2026
Q1 		$11.3K Sell
122
-36
-23% -$3.35K ﹤0.01% 4023
2025
Q4 		$14.7K Buy
158
+80
+103% +$7.46K ﹤0.01% 3642
2025
Q3 		$7.3K Hold
78
– – ﹤0.01% 3585
2025
Q2 		$7.21K Hold
78
– – ﹤0.01% 3228
2025
Q1 		$7.2K Hold
78
– – ﹤0.01% 2895
2024
Q4 		$7.23K Hold
78
– – ﹤0.01% 2511
2024
Q3 		$7.26K Hold
78
– – ﹤0.01% 2499
2024
Q2 		$7.28K Sell
78
-11
-12% -$1.03K ﹤0.01% 2211
2024
Q1 		$8.4K Sell
89
-1
-1% -$94 ﹤0.01% 1833
2023
Q4 		$8.38K Hold
90
– – ﹤0.01% 1698
2023
Q3 		$8.33K Hold
90
– – ﹤0.01% 1354
2023
Q2 		$8.37K Buy
90
+11
+14% +$1.01K ﹤0.01% 1255
2023
Q1 		$7.24K Buy
79
+10
+14% +$917 ﹤0.01% 1223
2022
Q4 		$6.24K Buy
+69
New +$6.23K ﹤0.01% 1101

Other funds holding LQDH

CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors's LQDH Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 16% in Q3 2026, buying an estimated $7.87K and bringing the position to 610 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3302.

Farther Finance Advisors first reported a position in LQDH in Q4 2022 and has held it in 16 quarters since. 11 funds tracked by Wall St. Rank hold LQDH as of Q3 2026.

  • Farther Finance Advisors held 610 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $56.5K as of Q3 2026.
  • Farther Finance Advisors bought 85 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2026, an estimated $7.87K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3302 holding.
  • Farther Finance Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 11 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.