Farther Finance Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.8K	Buy	473 +388	+456%	+$19.7K	﹤0.01%	3535
2025 Q4	$4.31K	Hold	85	–	–	﹤0.01%	4389
2025 Q3	$4.32K	Sell	85 -32	-27%	-$1.62K	﹤0.01%	3833
2025 Q2	$5.92K	Sell	117 -33	-22%	-$1.66K	﹤0.01%	3296
2025 Q1	$7.52K	Buy	150 +107	+249%	+$5.35K	﹤0.01%	2869
2024 Q4	$2.14K	Hold	43	–	–	﹤0.01%	2970
2024 Q3	$2.17K	Hold	43	–	–	﹤0.01%	2972
2024 Q2	$2.11K	Sell	43 -35	-45%	-$1.72K	﹤0.01%	2770
2024 Q1	$3.82K	Sell	78 -2	-3%	-$98	﹤0.01%	2188
2023 Q4	$3.94K	Hold	80	–	–	﹤0.01%	2093
2023 Q3	$3.84K	Sell	80 -1	-1%	-$48	﹤0.01%	1605
2023 Q2	$3.9K	Sell	81 -3	-4%	-$145	﹤0.01%	1519
2023 Q1	$4.07K	Hold	84	–	–	﹤0.01%	1400
2022 Q4	$4.02K	Buy	+84	New	+$4K	﹤0.01%	1241