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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
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

MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Farther Finance Advisors increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 330% in Q2 2026, buying an estimated $37.5K and bringing the position to 525 shares worth $48.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3264.

Farther Finance Advisors first reported a position in LQDH in Q4 2022 and has held it in 15 quarters since. 10 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

  • Farther Finance Advisors held 525 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $48.8K as of Q2 2026.
  • Farther Finance Advisors bought 403 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $37.5K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3264 holding.
  • Farther Finance Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

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