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

Farther Finance Advisors’s Portfolio SLQD Stock Details SLQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$29.3K	Sell	593 -9	-1%	-$450	﹤0.01%	3850
2026 Q2	$30.3K	Buy	602 +129	+27%	+$6.5K	﹤0.01%	3654
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

Other funds holding SLQD

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

PWA

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

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

Farther Finance Advisors reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 1.5% in Q3 2026, selling an estimated $450 and leaving 593 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3850.

Farther Finance Advisors first reported a position in SLQD in Q4 2022 and has held it in 16 quarters since. The position peaked at $30.3K in Q2 2026. 21 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

Farther Finance Advisors held 593 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $29.3K as of Q3 2026.
Farther Finance Advisors sold 9 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $450.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3850 holding.
Farther Finance Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
Farther Finance Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $30.3K in Q2 2026.
21 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

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